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Technology Stocks : Intel Corporation (INTC)

INTC 36.20

+0.1%

Dec 26 9:30 AM EST

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To: Paul Engel who wrote (139913)	7/22/2001 7:52:24 PM
From: Dan3	Read Replies (4) of 186894

I sincerely hope that on July 25 AMD will announce 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. So the desktop Athlon 4 2.1GHZ (1.5 * 1.4GHZ) will go on sale in September, and the Athlon 4 2.25GHZ (1.5 * 1.5GHZ) will be released in October. A number of industry benchmarks could be presented to confirm the accuracy of that rating. It would be reiterated that a 1.6GHZ P4 decodes instructions at a rate of 800MHZ. It could further be pointed out that some of the execution units in Athlon 4 cascade 3 or 4 flip-flops per cycle (you'll have to find out the exact number!) - meaning they are running at 3 or 4 times nominal clock speed and double the new speed rating. It could then be pointed out that parts of the new 2.1GHZ Athlon 4 run at 4.2GHZ internally (or 5.6GHZ or whatever the actual speed is). I hope it will also be announced that a 2.6GHZ chip will be marketed (1.5 * 1.73) in early Q1 of next year. It's really a distortion of the truth for AMD to be calling its 1 instruction per cycle 1.4GHZ chip 1.4GHZ while Intel calls its 1 instruction every other cycle 1.4GHZ chip a 1.4GHZ chip. Since the P4 can load data in every cycle just like the Athlon, the 50% increase in the labeled clock speed is appropriate - you have to take into account the 9 execution units the Athlon buyer gets vs. the 6 execution units in P4. At the least, I hope AMD will label and market its Palomino core desktop chips at 1.33 times the nominal clock speed to reflect the fact that, in 4 clocks at 1GHZ, Athlon loads 2 instructions and 2 data words while P4 loads 1 instruction and 2 data words. This would have a 1.85GHZ Athlon (1.4 * 1.33) out in September and a 2GHZ chip (1.5 * 1.33) out in October. The 2.3GHZ Athlon (1.73 * 1.33) could be released in early Q1.

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