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To: Petz who wrote (15888)	10/25/2000 12:29:11 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

John it seems that we think alike - I just posted almost the same response. Just an uneducated guess but would not std be proportional to the size that is square root of a number of transistors. (I used the number of transistors as a measure of exposure) If the statement is true then the large size of the p4 would widen the distribution. Regards -Albert

To: Petz who wrote (15888)	10/25/2000 12:37:58 PM
From: porn_start878	Read Replies (1) \| Respond to of 275872

Petz, I think they're downbining. Why? because they'd have to sell 1.4 and 1.5 under $400 if there was already 1.6 and 1.7 available. my wag is that the P4 will bin as well at 1.7 GHz as the k75 binned at 1GHz in Austin. But 1.7 GHz is only a 13% jump in clock speed and the average of the benches will put TBird 1.2GHz pretty on par with the P4 1.5GHz (some way higher, some way lower). The Mustang/DDR 266 combo will improve the 1.2Ghz performance by more than that 13% clock gain that P4 1.7 will have over P4 1.5 IMO. The Mustang, however will yield way better at 1.2 than the Tbird. By the time the P4 1.6-1.7 is out, 1.333-1.466 Mustang will be yeilding as well as the 1.1-1.2GHz TBirds actually yield : quite well. I repeat it, the first to .13 will be the winner of the 2nd half... but IMO no SIGNIFICANT (millions/Q rate) .13 before mid Q4 for both Intel and AMD. In 2002, .13 will be quite well established and we will have the k8 entry. I hope the k8 won't need a new infrastructure. Maybe only server sledgehammer w LDT.

To: Petz who wrote (15888)	10/25/2000 2:09:23 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 275872

How many of the top 10 OEM's will have a P4 machine available before 1/1/2001 The OEMs have to get hold of working ones first. What is the status of the new stepping? Is it working yet or are the GHz projections just Intel guessing that they can get it working at those speeds? The press still seems to have very little real info on P4 given that we are only weeks from shipping product. Also what about the mobo issue. Are the mobo manufacturers still holding out for Willy2 because of pin compatibility issues?

To: Petz who wrote (15888)	10/25/2000 2:23:56 PM
From: milo_morai	Read Replies (2) \| Respond to of 275872

<font color=green>Compaq uses a 50-50 mix of Intel and Advanced Micro Devices (AMD: news, msgs) processors in its consumer products. Its consumer group posted revenue of $2.1 billion, translating into growth of 45 percent. Gross margins for Compaq's third quarter widened by 0.7 percentage points on a year-over-year basis, hitting 23.9 percent. The consensus profit estimate for Compaq's fourth quarter, as measured by First Call, is 41 cents a share, implying full-year earnings of $1.08 versus 1999's 32 cents. Additionally, the company's CEO said he sees earnings growth in excess of 40 percent in 2001, "consistent with consensus estimates." cbs.marketwatch.com Nice! Milo Found on RB.