Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

Jan 12 3:59 PM EST

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To: andreas_wonisch who wrote (48630)	7/22/2001 5:14:59 PM
From: Dan3	Read Replies (4) of 275872

Re: Okay, the cash balance is better and they have a brand-new fab. But in the clock-speed race... They're also ahead in the performance race. And having a Billion dollars in hand as well as a brand new FAB more advanced than any of Intel's FABs is a pretty significant difference. What will you think if on July 25 AMD announces that, since P4 only decodes an instruction every other clock, and that since it has only 2/3's the number of execution units Palomino has, that Palomino will be labeled and marketed accordingly. The desktop Athlon 4 2.1GHZ (1.5 * 1.4GHZ) goes on sale in September, and the Athlon 4 2.25GHZ (1.5 * 1.5GHZ) will be released in October. A number of industry benchmarks will be presented to confirm the accuracy of that rating. It will be reiterated that a 1.6GHZ P4 decodes instructions at a rate of 800MHZ. It will be further pointed out that some of the execution units in Athlon 4 cascade 3 or 4 flip-flops per cycle - meaning they are running at 3 or 4 times nominal clock speed and double the new speed rating. It will be pointed out that parts of the new 2.1GHZ Athlon 4 run at 4.2GHZ internally. It will also be announced that a 2.6GHZ chip will be released (1.5 * 1.73) in early Q1 of next year. A tiny bit of marketing is all it would take... Is AMD up to the occasion?

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