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

To: peter_luc who wrote (35425)	4/11/2001 8:42:10 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: Remember though that 2 GHz is only 33% faster than 1.5GHz, which is about the frequency lead we have gotten used to for P4 vs. K7." That's true! The only problem is that the price difference will be much smaller The big difference now is that PIII revenues and profits will be moving into the K6-2 range in this scenario. And Intel's costs (which are primarily indirect costs) are far higher than AMD's. One thing that will probably hurt AMD sooner or later is P4 motherboards that use SDRAM or DDR. I say probably because there is a chance that P4 will perform poorly if not equipped with the Rambus its architects were expecting it to use. If P4 w/o rambus has really horrible, cacheless Celeron level (relative) performance, it could cast a pall over the whole P4 program. Personally, I doubt that DDR will hurt it much, if at all. P4 with SDRAM may have some problems. Hopeful Regards, Dan

To: peter_luc who wrote (35425)	4/11/2001 8:52:03 AM
From: niceguy767	Respond to of 275872

peter: "That's true! The only problem is that the price difference will be much smaller." Huge assumption is a P4 in any reasonable quantity in June!!! Even larger assumption is that AMD has beeen sittting on its hands all the while INTC has been attempting to "dig out". The trend to date has been for AMD to counter every INTC attempt to restore its credibility as eminent microprocessor producer...No reason to believe that such a trend isn't going to continue well into the future...If palomino is really good (no reason to think it won't be), this performance gap will widen in the future in AMD's favour!!!)