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

To: Dan3 who wrote (15605)	10/23/2000 4:23:44 PM
From: kapkan4u	Read Replies (1) \| Respond to of 275872

<I see something similar to the PR rating disaster for Intel if their IPC is actually as bad as postulated by some. They would be presenting their 1.5GHZ "rated" chip, as a 1.5GHZ chip. If AMD's 1.3GHZ chip proceeds to substantially outperform the Intel 1.5GHZ in many benchmarks, P4 could fall prey to the same market contempt that doomed MII and nearly killed the original Celeron - and Intel can't simply put back the cache on P4 they way did on the original Celeron.> I agree with your analysis. The most likely scenario is that 1.2GHz Palomino with DDR266 will outperform 1.5GHz P4 in 90% of benchmarks at half the die size. The P4 failure would be too obvious even for gullible media to ignore. Kap