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To: chic_hearne who wrote (54406)	9/21/2000 11:01:00 AM
From: gnuman	Read Replies (1) \| Respond to of 93625

Chic, re: WRONG !!! We'll have to agree to disagree. With a P4 launch in Q4 of a couple 100 thousands units, (and that will get a lot of arguments), we're looking at ~500K RIMM's. Samsung alone should be able to support that. And with Rambus' admission that the i820 isn't successful, there should be plenty of product. I also think that Intel will have purchased sufficient quantities to support the launch. That's based on an assumption that Intel will ship tested platforms to the box makers. Intel is not going to allow RDRAM availability to hinder the launch. JMHO's

To: chic_hearne who wrote (54406)	9/21/2000 11:13:05 AM
From: sylvester80	Read Replies (1) \| Respond to of 93625

Chic, re:AMD can clearly get much more speed out of the Athlon rather easily. I don't think that is correct. The Athlon core is having many difficulties scaling to higher speeds. In fact, I think even AMD does not expect a 1.5GHz part till Q2 2001 at which point Intel would have Willy up to 2GHz by then. If you know otherwise for the Athlon let me know but I think the 1.4/1.5GHz P4 this October will have no clock competition from AMD.

To: chic_hearne who wrote (54406)	9/21/2000 11:21:54 AM
From: Daniel Schuh	Respond to of 93625

chic, just to repeat old points, there are other problems with the P4 that point away from a massive launch. RDRAM cost, as opposed to supply, is one. Chipset and mobo costs, plus the P4 die size, relative to cumine, is another. The performance issue, with leaked benchmarks showing the 1.5 ghz P4 running about as fast as the 1.13 ghz cumine, for things that aren't bandwidth dependent or SSE2 optimized, is a third. "Gotta get to Willy" is fading into "gotta get to .13um". It'll be interesting to see if Willy can actually open more of a performance gap there, or if the P6 core remains Intel's mainstay for another couple years. Cheers, Dan.