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

To: andreas_wonisch who wrote (5311)	8/16/2000 11:23:31 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: With Intel stuck at 1.13 Ghz (1.2 is IMO impossible with the current stepping, even on paper)... Hi Andreas, I'm pretty sure that what you might write, except that you want to be conservative, is that the difference is actually quite bit greater than that. I won't hold back :-) The PIII at 866MHZ and slower will run as warm as 80 degrees. To hit 933MHZ it must be limited to 75 degrees. At 1GHZ it must be cooled to 70 degrees. It won't run 1.13 GHZ unless cooled to 62 degrees or lower. It looks to me like Intel is stuck at 933MHZ. All socketed AMD CPUs, at all speeds, can run at 90 degrees. Cool down an AMD 950, as bunny has shown, and it will run at 1.36GHZ using only FSB overclocking. Intel made a big deal about the C0 stepping letting them catch up to AMD and they paper launched the 1.13GHZ part to "prove" it. The reality, I think, is that Intel is in very big trouble. AMD is yielding volume at speeds 20% faster than anything Intel can realistically ship. That's roughly the advantage Intel had over AMD last spring when they nearly put AMD out of business. The majority of the profits in the CPU business come from the top 10 to 20 percent of the market. AMD has sufficient capacity to supply that entire market. Intel will certainly maintain a decent market share through sheer momentum for some time, but given their expenses, 50% of the high end is just not enough. AMD is going to be making a lot of money in the coming months. Regards, Dan