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

To: Goutam who wrote (16065)	10/26/2000 7:57:31 AM
From: combjelly	Respond to of 275872

"This means more 1.6GHz parts than 1.4GHz ones. Then why isn't Intel releasing 1.6GHz PIVs? " Not to butt in, but I'm butting in. A possibility, however improbable, is that Intel is actually saving up the ones faster than 1.5GHz for a later launch. Remember when AMD was demonstrably down-binning SlotAs on a massive scale? A reasonable explanation at the time was AMD did not want to get too far out ahead of the market and kill the value of the chips it sells the most of. The same logic can apply here, because of available RIMMs, Intel has to depend on the PIII for a while. They don't want to kill the value of the PIII too much, things are going to be enough as it is. Note: this would be true regardless of the IPC of the P4 vs. the PIII. Perhaps Intel knows that the supply of RIMMs will be increasing in Q1 and intend on doing an old style launch at 1.6GHz and 1.7GHz with good volume and possibly even machines from day 1.