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: Bill Jackson who wrote (19932)	11/20/2000 9:25:27 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"Does Intel have enough clout to make embracing SSE-2 de rigeur?" Do you mean soon? Outside of say drivers? I doubt it. At best, Intel will ship 500k units this year. Next year will be, what?, 30 million? 50 million? Out of the total population of x86 machines, that would be at best 10%. So what kind of incentive can Intel offer that locks a publisher out of 90% of the market? Okay, if you develop for the Mac, 10% may be attractive, but for most of the publishers this stinks. Sure, they may rope in some of the smaller ones, or maybe entice a publisher with the prospect of a future market to do a special P4 version, but if the sales aren't there, it ain't going to last. Remember that AMD is shooting for 30% of the market by Q4 of next year, even if it only gets 25%, there maybe as many Athlons as P4s in that quarter. Now, true, the Hammer family is supposed to support SSE2, and that pretty much leave SSE2 support open for 2002, but 2001 is a bit of a risk.

To: Bill Jackson who wrote (19932)	11/20/2000 11:24:20 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Bill, <Does Intel have enough clout to make embracing SSE-2 de rigeur?> Eventually, yes, but since P3's and Athlons should vastly outnumber P4's until Intel switches to 0.13u, (for at least 9 months), the software community will ignore it except for direct Intel subsidies. By then it should be cloned. As for another shoe dropping, the only one to worry about is faster ramping of speed grades. I discount that heavily because of the relative difficulty of overclocking. 100 MHz at 1.5 GHz is like a K6-233 at, what, 250 ?! Petz Petz