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

To: Rob S. who wrote (123020)	8/24/2000 1:50:55 AM
From: Petz	Read Replies (1) \| Respond to of 1578641

rob S, <Now, Intel is "faking it instead of making it"> None of us AMDroids really knows for sure what the rollout schedule for Willy is. Is it possible Intel is "sandbagging" for the first time in a couple years? Maybe Intel can really make a million Willy's in Q4, some of them at 1.5 GHz. Its not likely since I think the suddenly larger die size implies a rather serious mask revision at the last minute. But did Intel really confirm the 217 mm number? (Am I remembering it right?) Intel seems like it will be emphasizing integer performance with Willy. They alluded to placing heavy emphasis on encoding and decoding algorithms which their double speed ALU can be efficient at. Undoubtedly they've hand coded some Photoshop benchmarks to take advantage of the ultra-high L2 cache bandwidth and dual channel RDRAM bandwidth. IMO, most people will believe that Intel has the fastest chip until AMD can match the MHz which may be just fleetingly in January. So, summarizing, the key thing is production volumes. If Intel is not sandbagging, and they can only make a half million P4's or less, AMD will at least maintain market share. Petz

To: Rob S. who wrote (123020)	8/24/2000 8:30:51 AM
From: Dan3	Respond to of 1578641

Re: . I think AMD is on tract to surprise analysts and investors alike with superior performance. Unless things change, it seems inevitable. The relative fragility of Intel's products should give AMD an entre into the corporate market. From the "home" computers that keep popping up in catalogs of business equipment, the market is demanding these faster systems. Intel and AMD have trained us all that a top of the line system is a GHZ system. And Intel's GHZ systems have "issues". Regards, Dan