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

To: fyodor_ who wrote (20534)	11/26/2000 11:01:36 AM
From: niceguy767	Read Replies (2) \| Respond to of 275872

fyodor: No offence meant...Let me clarify what I find wholly laughable: "And the P4 will scale a heck of a lot better from 1.5GHz than the P3 will from 1GHz, even you know that;)" Starting just over 12 months ago when the Athy was introduced at 500 MHz, we listened to the INTC choirs song about how future PWeeiii's would smother the Athy's performance...Again at 600 MHz and at 700 MHz Athy, the INTC choir added a new refrain, something about flooding the market with high MHz PWeeiii, notwithstanding that several false starts had already been evidenced...When AMD got to 1 gig first, signalling that the Athy architecture might be superior to the the PWeeiii architecture which seemed to be stalling out at anything above 700 MHz, the INTC choir then started in about the P4 Athy killer...For the past 6 months the promised P4 Athy killer chorus has been sung ad nauseum...All the meanwhile, the Athy was successfully scaling from 500 MHz to 1 gig, nothing short of phenomenal progress... Last week, the P4 Athy killer arrived amidst all the P4 hype and you guessed it, another huge bellyflop, one that looks like it is more likely to augment the "botched gate" bungling earlier in the year than it is to stem any erosion in market share currently flowing to AMD...In the meantine, AMD is about to introduce a new level in computing experience with its 1.2 gig Athy/DDR combo, a system that just recently knocked the Dell Dimension off its top performer perch, a position Dell has held for years, and a signal as significant symbolically as was AMD's getting to 1 gig first... What is laughable, fyodor, follows: 1. The PWeeiii doesn't look like it can scale much past 1 gig, so P4 scalability relative to a zero base as a positive is funny, especially when one might successfully argue that a 2.0 gig P4 will be required to perform as consistently and as well across benchmarks as a 1.2 gig Athy/DDR. 2. The idea of yet another "some-time-in-the-future" P4 scalability promise reminds me of the song the INTC choir has been singing for the past year...The P4 intro. is a bellyflop on a fairly grand scale...If P4 were so readily scalable, INTC would have waited until it could release something a little more competitive on a performance basis with the 1.2 gig Athy/DDR combo...Something, other than sheer miscalculation, would seem to have motivated the P4 release...It resembles more an act of desparation than a reasoned business decision...If an act of desparation, then, in response to what??? Hint: Who was first to 1 gig? Who now is offering the highest performing system in the marketplace? Whose percentage market share is growing at a faster rate?