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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (4513)	8/11/2000 2:44:26 AM
From: TechieGuy-alt	Read Replies (1) \| Respond to of 275872

Paul, >>This falls perfectly into Intel's segmentation strategy. >> The Tualatin will go head to head with AMD's best (at that time) and the P4 and its 0.13 micron cousin will clean up profits at the high end in the workstation high-end desktop segment. Since AMD has publically claimed that they will be at 1.5 GHz in Jan 2001, I presume that even if they are at 1.6GHz by mid 2001, and Tulatin is at approx the same level, what happens to Intel's seg strategy when Tulatin at 1.5GHz outperforms P4 (at a higher freq) at that time? >>>>Re: "The comment about xeons does not sound right. I doubt that (multi processor) Xeons would ever be released with a 200Mhz bus. Too difficult to do with Intel's (current) GTL+ bus. " >> Intel's Willamette runs at 100/400 MHz FSB - so I think they have this one all figured out already. Actually the Xeon and P4 bus are not the same (Xeon is not quad pumped), so my comment about MP Xeon's at 200 MHz still stands. TG