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

To: Scumbria who wrote (114127)	6/4/2000 6:07:00 PM
From: DRBES	Read Replies (1) \| Respond to of 1577924

AMD's market cap is under $14 billion up from under $2 billion while inteL's is almost $450 billion. Both have similar technological sophistication (with an apparent edge in favor of AMD) and similar production capacity at their respective upper ends (with an apparent substantial but not decisive edge in favor of inteL; though this is not entirely clear [there is fine structure here that is very difficult to resolve.]) Do you suppose that there is still an outstanding enormous market inefficiency here???? Is what inteL represents still worth over 30 times what AMD is worth?????? Let us see what next week and the middle of July brings. Regards, DARBES

To: Scumbria who wrote (114127)	6/4/2000 6:08:00 PM
From: EricRR	Read Replies (1) \| Respond to of 1577924

Coppermine's engineering problems are the result of trying to run the chip faster than it was ever designed to do. So calculation of the heat production of different parts of the chip is an integral part of designing a new chip, and no "liberal" assumptions about future process technology were made in Willy's design? (ie this part can tolerate this temperature, so we'll put this circuit over here...) Beyond the issue of pipelining, I'm not familiar with the methods of designing a chip to run faster.