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To: niceguy767 who wrote (20539)	11/26/2000 11:18:38 AM
From: DRBES	Read Replies (3) \| Respond to of 275872

re: "Who now is offering the highest performing system in the marketplace? Whose percentage market share is growing at a faster rate?" We may be witnessing a profound change in relative stature of the two corporate entities involved. As unthinkable as it may be to many, we may eventually emerge from this fray with AMD on top and inteL on the bottom. This could have the consequence of an eventual change in the relative market caps of the two. Thoughtful and Patient Regards, DARBES

To: niceguy767 who wrote (20539)	11/26/2000 11:48:36 AM
From: fyodor_	Read Replies (1) \| Respond to of 275872

niceguy: 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? Ok, let me say this again: I was comparing P5/P6 with PIII/P4 etc. There was no mention of AMD or any other competitor anywhere. You are absolutely right, and I have said so, that the competitive situation is markedly different this time around. With regards to scaling ability: There is a HUGE difference between being unable to scale a core further do to basic architectural limitations, such as is the case with the PIII, and not being able to scale a core further do to excessive heat dissipation, such as may be the case with Athlon and P4. Believe me when I say that I was quietly chuckling at the "flood of 1GHz PIIIs" Paul was threatening would wash across the land. Now you have stated what you "find wholly laughable". Fair enough. Can you now state what I said that you "find wholly laughable"?