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

To: that_crazy_doug who wrote (15710)	10/24/2000 12:03:33 PM
From: Petz	Read Replies (2) \| Respond to of 275872

P4 won't be at 2GHz until June 2001 at the earliest. /Petz

To: that_crazy_doug who wrote (15710)	10/24/2000 12:09:07 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

RE:"If p4 is at 2 ghz+, then 1.6 doesn't look too fast all of a sudden." This is what worries me about AMD... Mhz Sells (TM-McMannis) Where's Scumbria to explain his clock limitation theory on P4. Where does P4 scale on .13u? Can the P4 scale enough to overcome it's lack of IPC. Will redesigns improve P4s IPC relative to Mustang? As far as IPC vs Mhz. It would be nice for AMD to continue with both leads, but it looks like they will lose half and it might be the more important half...if the law holds true.

To: that_crazy_doug who wrote (15710)	10/24/2000 12:19:15 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: If p4 is at 2 ghz+, then 1.6 doesn't look too fast all of a sudden. Doug, P4 is at zero right now. They will probably be at 1.5GHZ at the end of the month. Overclockers have last generation Athlons running faster than that (though just barely). Intel couldn't keep a factory supported chip running at 2GHZ for more than a few seconds at MDF. Do you really think that AMD couldn't have run a factory supported 2GHZ Mustang prototype for a few seconds at MDF if it wanted to? Scalability of both chips remains a big question mark, but Mustang may end up scaling better than P4 - while being a smaller, cheaper, cooler die with better IPC. I agree that P4 could end up being a real winner for Intel - but it won't be in significant volume for several quarters, and by then it will be facing a whole family of new competition. Remember how devastating the high volume 1.13 coppermine was going to be and how much fanfare was heard at its release? The new stepping was going to unleash a flood of GHZ+ coppermines. Intel's propaganda always seems to get way ahead of itself when it is racing desperately to catch up with AMD. That situation hasn't changed yet. Dan