Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.54

-0.3%

3:11 PM EST

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To: Yousef who wrote (53185)	8/30/2001 11:15:22 AM
From: Jim McMannis	Read Replies (2) of 275872

RE:"Jim, why shouldn't AMD just design a CPU that scales well ?? Wouldn't that be "smarter" and lower risk than trying to play "PR rating" games ??!!" Well they did...the K7. They even improved IPC. I appears however that they underestimated "Mhz sells" figuring every would just inherently know a 1.533 Ghz Athlon 4 would be the equal of the 2 Ghz P4. For some reason they seemed to have lit up the cigars too soon...should have been developing a higher speed chip all along. I just added another addendum Mhz-sells (TM McMannis) BTW... i. a core redesign in favor of an increase in IPC...is NOT AS important as a bump in raw MHz... which tells us that even if Palominino is 10-20% faster (benches) than Thunderbird that if it doesn't scale much faster, the increase in IPC is very much negated... probably why some here have said why bother to get the A4 on the desktop. The Intellabbees biggest mistake is thinking Intel will hold up in this environment. Debacle dejour...Corning says fibre-optic cable orders are down another 25%. GLW selling at levels that it was prior to Corning ever getting into the fibre-optic business! Unbelievable. Users just not buyin' cable.... More layoffs coming. Of course Intel and Dell are doing great! Craig and Mikey say so...vaguely of course. lol

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