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

To: drachelle who wrote (7428)	9/2/2000 10:53:33 PM
From: DRBES	Respond to of 275872

re: "I would caution about overconfidence here." Absolutely correct. inteL is hardly helpless and overconfidence about their ineptitude is probably a mistake. Patient and Respectful Regards, DARBES

To: drachelle who wrote (7428)	9/3/2000 12:23:50 AM
From: Scumbria	Respond to of 275872

Drach, I have heard rumors that some of what is being leaked about the P4 is deliberately misleading, a "straw horse" if you will Intel is deliberately sending low performance parts to major OEM's, to convince them that Intel is hopeless, and that they should start selling business systems with AMD CPU's. The production delays may be a ruse disguising a further redesigning of the P4 core for much better performance. After seven years of clueless design, the Willy team has figured out how to fix the problems, and will rescue the performance in the last three weeks before shipment. it may be followed shortly by a surprise P5. Otherwise known as Pentium Pentium or P^2. A couple of Intel engineers designed this in their spare time over the last few weekends. Scumbria

To: drachelle who wrote (7428)	9/3/2000 1:20:54 AM
From: Joe NYC	Respond to of 275872

drachelle, I would caution about overconfidence here. I have read many of the older posts on the original AMD thread (going back several years) and I remember that for a very short time, about a month, the original K6 was superior to anything that INTEL was supposed to have. Agreed. I think the benchmarks published in The Register will turn out to be way too low. When the real Willy is released, it will be faster than Tbird 1.1. I think 1.4 Willy will be somewhere between 1.2 GHz Tbird and 1.3 GHz Tbird. The problem will be that there will not be a 1.3 GHz Tbird until Palomino in December. I think Willy will hold the speed crown over Tbird (at least 15 days until Mustang is released <g>). But Mustang will be a low volume part, and ramp up of Palomino will not be instantaneous either. From the roadmap, Palomino will debut sometimes in December, most likely in low volumes as well. I think it will be a tight race. I hope AMD's horses are in a good shape. Even though AMD followed the road map very well, it is not out of the question that there will be some delays in all these introductions. Tbird / Duron introduction was a lot simpler, and there were still problems. As far as platform support for all these chips, we will need several different varieties of 760, 760MP / 770 to support Mustang, including PC2100 DDR memory, I don't know about 133/266 MHz clock speeds of Palomino, but if planned, yet another iteration of Via chipsets will be necessary. Then, we will need low cost Duron type chipsets / motherboards and notebook chipsets. Add to it 5 different processor classes aimed at 5 different markets. Joe

To: drachelle who wrote (7428)	9/3/2000 8:39:35 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

drachelle: Oh plllllease!!! Have the INTC PR people now got their hooks into you too??? By the time INTC digs out from under the PWeeIII and P4 messes, if ever, the more likely scenario is that AMD will have widened the MHz binsplit gap from its current 300 MHz to about 500 MHz... Drachelle, INTC has been promising "the future" for a year now and after one year, and little in the way of fullfilled promises, INTC is still promising "the future" Don't know about you, but, for me, it's wearing thin...AMD has been delivering in the "here and now" for the past year and once again is delivering in the "here and now" with retail quantities of 1.1 gig T-birds...Two companies whose performances have been headed in opposite directions over the past year...Nothing, but nothing, has changed to indicate that this will be the case again in 2001... Can't believe you'd "drop" a P5 into the discussion when PWeeIII and P4 have hit such roadblocks...INTC's has been put in check...That's the reality of the "here and now"...Just suck it up and admit it...

To: drachelle who wrote (7428)	9/4/2000 10:48:34 AM
From: that_crazy_doug	Respond to of 275872

<< The production delays may be a ruse disguising a further redesigning of the P4 core for much better performance. If the chip that is released is indeed flawed in performance, it may be followed shortly by a surprise P5. >> If the p4 wasn't good enough out of the box Intel is in big trouble. Unless they're doing very minor tweaks, redesign will take far too long to help them. The benchmarks released to the public may prove to be totally bogus, we can only wait and see. I'm certainly not counting the willamete out. If AMD stays on schedule we won't be fighting a major frequency defeciency unless Intel has a very fast ramp. (which starts to get into the complex issues of how fast can we ramp p4 up to 1.7-2.0 ghz, and still try and sell p3 700-800s?)