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

To: peter_luc who wrote (26019)	1/22/2001 12:52:35 PM
From: AK2004	Read Replies (2) \| Respond to of 275872

Peter judging by the price athlon is competing with celeron now... BTW what is enhanced p4? Regards -Albert

To: peter_luc who wrote (26019)	1/22/2001 1:16:01 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 275872

will it be enough to fight an enhanced P4 with 2 GHz It won't need to. P4 will not be at 2.0 GHz until the .13 process is up and, while .13 is scheduled for 2H, Intel themselves said they expect to produce relatively little volume this year.

To: peter_luc who wrote (26019)	1/22/2001 1:21:06 PM
From: jcholewa	Read Replies (1) \| Respond to of 275872

> If all that we have for the second half of 2001 is an 1.5 Palomino, > will it be enough to fight an enhanced P4 with 2 GHz? Firstly, I suspect that this will be a 1.53GHz Palomino, not just 1.50GHz. Secondly, what do you mean by an "enhanced" P4? AFAIK, P4 at 2.00GHz will be the same as it is now, just running at a higher frequency (and optionally running on a much slower PC133 platform). Thirdly, 1.20GHz Thunderbird is competitive, and many say faster than, 1.50GHz P4. The equivalent Thunderbird to 2.00GHz, assuming equivalent scaling, would be a 1.60GHz Thunderbird. Fourthly, the Palomino will offer per-clock performance improvements over the Thunderbird. Imho, it looks pretty close in the performance comparison. Marketing is a totally different issue, but so far AMD is in a "competitive performance at 80% frequency" scenario and it's working out. So far.     -JC