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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST

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To: jjayxxxx who wrote (52613)8/27/2001 1:14:27 PM
From: ElmerRead Replies (4) of 275872
 
However, most reviews have included some sort of qualificaiton. Either a price-performance qualification or a qualification to the effect of "Intel wins for now, but something is just around the corner".

That "something just around the corner" was due last January.

Don't you see a trend here? The P4 was the laughing stock of this thread when it first came out because it underperformed on legacy code. Slowely optimized code started to appear and at the same time the P4 was increasing in frequency at a faster rate than Athlon. Now we have the very first version of P4 on the original process beating Athlon overall. Athlon has gone through a number of revisions in it's life while P4 has had no design changes whatsoever. The laughing stock of this thread is now the clear leader and the rate of change is increasing, not decreasing. There is a new stepping looming on a new process. Surely there must also be undisclosed design changes to go along with a newer faster Copper process and larger L2. Athlon is gasping for air on a .13u hybred process while P4 is still in 1st gear. The Scumbria's of this world simply didn't understand the P4 design and how it would scale. You ain't seen notin yet.

EP
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