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

To: peter_luc who wrote (34878)	4/4/2001 5:39:59 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Peter, The chart below depicts the share of various Intel’s CPUs in the total sales volume I am not quite sure, but I guess "sales volume" represents revenue. I doubt it means units. Evne if it is revenue, I doubt that P4 reached 11% revenue in Q1. On the other hand, 0% for Tualatin until 2% in Q3 and 7% in Q4 would be a great news for AMD. Massive production of .13u Tualatins for the desktop market would probably mean more of a threat to AMD than .18u P4. One thing to worry about in the short term is the info that Dan3 posted, about 1.7 GHz P4 being able to run at 2.8 GHz cooled with LH, up from 2 GHz of the current core/stepping. Joe

To: peter_luc who wrote (34878)	4/4/2001 5:53:44 PM
From: Win Smith	Respond to of 275872

Peter, I liked this bit from your link: Within this year Intel will launch the only version of Tualatin clocked at 1.26GHz, which will be priced higher than lower Pentium 4 CPUs. Subsequently, it will be economically unreasonable to use Tualatin in the new systems. Perfectly reasonable, since the 1.26ghz Tualatin will probably outperform the lower speed P4s too. Right now, the 1.3ghz P4 has approximate price parity with the 1ghz cumine, and probably has performance parity too. The cumine is the better buy, though, since it doesn't require rdram and an expensive P4 mobo.