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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.44+4.3%3:59 PM EST

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To: Charles Gryba who wrote (80558)5/23/2002 5:21:29 PM
From: ptannerRead Replies (2) of 275872
 
C, re: "don't you think that a 3400+ ( >70% increase over the 2100+) will beat a 3Ghz NW ( a 40% increase over the 2.4Ghz )?"

I have doubts as the model ratings have not been scaling as well as P4 MHz using the performance data from AMD. It will be interesting to see AMD's updated results with the release of the 2200+ as they should then include NW and preferably NW @ 533FSB.

EDIT: AMD initially had some margin but this was being consumed rapidly as the comparisons progressed to the 2000 level and NW alone likely used up the margin at 2000... then add on 533FSB... AMD will probably avoid a comparison with the NW@533 but should at least use NW@400 with the next update.

EDIT2: By the release of Clawhammer we should also be seeing some dual DDR for P4 desktops -- Via, SiS?, and perhaps Intel as well though they may keep this for the Xeon only a bit longer.

-PT
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