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

To: ptanner who wrote (19496)	11/17/2000 9:34:45 PM
From: tejek	Respond to of 275872

PT I think the "tone" in his editorial (since he didn't really get into numbers just impressions) was from the hype that inevitably accompanies many new releases in the computer world. The lack of improvement in "office applications" doesn't mean much to me since my 233MHz machine is more than fast enough. P4 will add performance potential where it is needed: high-bandwidth calculations which can use SSE and SSE2. The article almost sounds as if it could have been lifted from this thread. [BTW that's as much a compliment of this thread as it is of him.] That's why I was questioning where he was at...I have never read anything from him before. It was odd to read that while the 1.5 GHz is nothing special (about the same as a 1 GHz P3) the 2.0 will be... since the P3 won't reach 1.5 GHz. This strikes me as odd since the 2.0 will be at most 33% faster and for the comparison he is making may not be any faster than the end of the line for P3 (1.4?). The article did note that the P4 has headroom while P3 is momentarily at its maximum until a die shrink and possibly additional L2 (last news seem to indicate it would not gain more L2 but this makes me wonder at what point a processor becomes too small - pad limited ? - does this still apply for the new packaging methods). I was so happy to hear him confirm what has been said on this thread that the 1.5 G, speed wise, is about the same as a 1 G P3, that I didn't pay a lot of attention to his 2.0 G comparison. That notwithstanding, I think if further benchmarks evaluations confirm what he has said in this article, then the P4 is not the threat to AMD that many have perceived and it explains to some degree AMD's confidence in the face of this impending launch. Do you not agree? ted