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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (118588)	11/20/2000 3:16:14 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

Re: "One thing that is emerging is that Intel will have to maintain clock speed lead of 30% or more just to keep up with performance of current AMD processor, which means Intel will have to have a 2 GHz processor to beat AMD 1.5 GHz processor, a 2.6 GHz P4 to beat 2 GHz Athlon" Not true Joe. The P4 processor scores 558 on SPEC2000FP while AMD's highest score is 311. That's an ~80% advantage. Far and away the greatest advantage ever in the x86 world. P4's SPECINT2000 scores are the highest ever posted at 535 while AMD is too ashamed to even post theirs. What this means is when apps are compiled using P4 optimizations, which they will be, Athlon will be hopeless outclassed. In the mean time you can argue that you see no speedup in your wordprocessor even though you are sure you are typing faster now than you were before. And when you page down in PowerPoint you see no noticable speedup. P4 performs as well as it does with less total cache and ~33% headroom left on the existing process. Intel's .13u process is way ahead of AMD's effort and Intel will be going from Aluminum to copper so the speed improvement should be greater and sooner than their counterpart. Intel will no doubt be adding L3 to the die when Intel's .13u SRAM cell will be the smallest in the industry. AMD has failed at every attempt to do large on-die caches. The Mustank being the latest example. SMP is hopelessly too complicated for them to do on their disaster of a FSB and their fabs are approaching full with ASPs dropping along with their performance position. In my opinion AMD shot their wad and it's downhill for them from now on. EP