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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (114484)	10/19/2000 12:40:30 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 186894

Elmer - RE: "Those numbers are far far ahead of anything AMD has dreamed of and are world class, even in FP, and those numbers still may be conservative, we'll just have to wait and see.....<G>" I forgot to say Paul DeMone (the guy from RWT and the one Scumbria disagrees with) thinks Willy can do 700 in specintbase2000... Yep, those are a LOT higher than what the Athlon can do right now. Don't forget Athlon is also moving to a faster bus and double memory bandwidth once the dang 760 comes out. SPEC loves memory bandwidth, as the gains the 840 has over the 820 chipset show. "I think it's time to realize that regardless of the IPC, the real issue is total performance from a given process. Who cares if the IPC is slightly lower, if the overall performance is higher?" Starting the defense already? Willy will probably only have one thing going for it right off the bat - high GHz. That may be all Intel needs to fight AMD off. If IPC is low but GHz masks it then I think it will depend on two factors - what the press says (unfortunately, they influence many people still, and I don't count Tom, Anand et all because their influence is minimal in the real world), and, more importantly, price of system. If P4 systems are priced in the normal high-end price range ($2000-3000) I think it will be fine, but not if it gets a crazily high price like Dell's original 1GHz system ($6000). Don't forget AMD's suprisingly VERY agressive pricing. Price/performance still matters, no matter how much Paul hates it when it is brought up. In the end, GHz sells (TM McMAnnis) so Intel may be fine with a lot IPC. Can't wait to find out when it comes out. Too bad we have to wait one month longer... On a side note, the one month P4 delay was great for AMD. If the P4 came out next week Intel would have a 300MHz lead and AMD wouldn't have the 760 chipset out yet. But now that its delayed AMD MAY have 1.33GHz out next month and the 760 chipset will improve performance so comparisons look better. And on another side note, here's a prediction - Paul will complain that AMDroids will focus on the Athlon's price/performance, performance per clock speed, and sorta blow off P4's higher clock speed. Hmm, sounds like how Itanium will be marketed. ;)