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

To: Dan3 who wrote (15583)	10/23/2000 2:50:13 PM
From: kash johal	Read Replies (3) \| Respond to of 275872

Dan, How do u figure sse2 optimizations in the benchmark equations. In addition the k5 and cyrix all were way slow on MHZ but had better IPC than Intel. We had the infamous PR rating fiasco. It seems likely that PIV will have raw Mhz lead. Mustang may well win some benchmarks even with lower CLK. But its not clear to me why the PIV will not win the cream of the crop volumes as MHZ sells. In addition high end buyers want a PC to be usefull for a while. With the world moving to sse2 - including hammer family - this on its own is a good reason to choose it vs an equivalent AMD chip. So, AMD will have the middle of the market. But remember that mid 2001 intel is bringing enormous 0.13 foundry capacity to bear. Couple PIV with SDRAM, DDR and u have a killer combination for 2H 2001. I see AMD as having a major gap by mid 2001 until sledgehammer comes out in early 2002. I think this is a major reason for weakness of the stock, coupled with overall Naz, and specific PC market concerns. regards, kash