Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jim kelley who wrote (16851)	10/30/2000 10:02:17 PM
From: Jim McMannis	Respond to of 275872

Jim, You will learn not to trust Mr. Otellini... Jim

To: jim kelley who wrote (16851)	10/30/2000 10:08:49 PM
From: TechieGuy-alt	Read Replies (2) \| Respond to of 275872

"5). Mr. Otellini said that P4 performance will be roughly equivalent to PIII on a clock-for-clock basis, but there will be a clear clock speed separation between the high end of PIII and the low end of P4 (unlike when PIII was introduced and overlapped with PII)." Is this "roughly" on the same scale as David Wu's "not much bigger" [die size] of PIV over PIII, when talking about the relative die sizes of the P-iV and the P-III earlier this year? Just wondering... TG

To: jim kelley who wrote (16851)	10/30/2000 10:14:54 PM
From: AK2004	Read Replies (2) \| Respond to of 275872

Jim even from what you selected it does not look good for intel intel admits that rambus was a mistake but sticks with it no matter what and even offers rebates? 40%? Performance on par with pIII at the same clock speed iplies improvement of far less than 40%. 20% is more reasonable number.... That particular point can blow away alright, only not athlon but intel amd is selling everything they can make and yet pc market is not as strong as it was expected? Well, maybe not for intel chips :-)) Fixed cost and larger die size? I thought that just few months back intel was not able to meet demand and now it cutting unit production? Regards -Albert ps but I do admire your glass-is-half-full approach