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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (71599)	9/9/1999 11:35:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1574300

Re: every glowing rumor about the K7 yet you refuse to believe reports coming in about Coppermine... They aren't really the same case. What we've been told to expect from Coppermine is a PIII with more cache. We've seen that adding cache to the K6-2 was helpful, but not overwhelming. Moving to .18 should allow for greater speed MHZ, but we've been given the impression that the improvement will not take it to more than 900MHZ - and not beyond 733 or 766 till late in the year or early next year. The Athlon added more pipelines and an entirely new control structure. It does better clock for clock on pentium optimized code than pentium, and from the reviews to date (all we have to go on) looks to be very scaleable in terms of MHZ. I'm willing to believe that Process Boy and his team will be able to take the P Pro core that started at 150MHZ up to 900MHZ and beyond, but that still won't let it compete with a processor with 3 floating point execution units. I doubt anyone really expects AMD to be able to produce and sell enough Athlons to threaten Intel, but it does seem somewhere between possible and likely that AMD will be able to grab a good sized chunk of the incredibly lucrative high end market away from intel. And for a stock that's at close to book value now, that makes it a good, if speculative, buy. Dan