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

To: Daniel Schuh who wrote (8407)	9/13/2000 12:36:37 PM
From: EricRR	Read Replies (1) \| Respond to of 275872

Willy in mid October is exactly what I expect. Intel Can't afford to allow AMD to role out Mustang at the same time. Also as far as I'm concerned on the Willy IPC debate, the jury is finished. Intel's decision to roll out Willy at 1.4 and 1.5, leaving a huge 400MHz gap in their line up, has only one explanation. In the short term I think Willy at high GHz will be great for AMD. It will only serve to raise the sweet spot speed. AMD would have had to spend millions on advertising to achieve this. But instead, intel will do it for them.

To: Daniel Schuh who wrote (8407)	9/14/2000 12:34:09 PM
From: Daniel Schuh	Read Replies (2) \| Respond to of 275872

P4 followup from billybob at aceshardware: It seems that maybe the P4 doesn't suck on all fronts. SpecFP2k on 1.5GHz P4 is 524, which is about 11% faster than P3 on a per clock basis. Which is pretty good, though of course I'm sure this is dependent on Intel's latest, greatest special spec optimizing compiler that's useless for anything else. Expect to see that number flogged heavily in the upcoming campaign, as opposed to the integer spec number or numbers on anything not SSE optimized. Cheers, Dan.