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To: Scumbria who wrote (37437)	4/26/2001 1:56:43 PM
From: AK2004	Respond to of 275872

Scumbria not the price advantage - lower GM. and that is assuming that amd would not deliver .13 chips by the end of the year. Regards -Albert

To: Scumbria who wrote (37437)	4/26/2001 2:06:31 PM
From: Epinephrine	Read Replies (1) \| Respond to of 275872

RE:<P4 w/DDR on 0.13u will take away AMD's advantages> Scumbria, That statement leads me to two questions. 1) do you think that DDR will improve P4's performance per clock considering it was designed and balanced specifically for RDRAM or are you anticipating a rebalancing/redesign of P4? 2) do you anticipate that .13 will increase the per clock performance of P4 or just raise it's clock scaling potential and improve costs? The reason that I ask is that to me the Athlon 1.3 seems to compare well with 1.7 Ghz P4 and if that is the case I would expect a 1.5 GHz Athlon to compare roughly as well against a 2GHz P4. Considering that the AXIA marked Athlon's are reported to routinely overclock to 1.5 I think that's a pretty good sign that AMD is in decent shape for a while (and I see that you think AMD is in decent shape for the next 8 months) So let's say Intel gets P4 to .13 and DDR. What speed do you think they could release processors at under those conditions and what speed would Athlon have to run at (forget about Palamino or any enhancements, I mean the current Athlon) to match those P4's Just curious, Epinephrine

To: Scumbria who wrote (37437)	4/26/2001 2:12:46 PM
From: niceguy767	Respond to of 275872

Scumbria: "P4 w/DDR on 0.13u will take away AMD's advantages, and P4 has a higher clock rate." Given INTC's turtle like P4 progression to date, it may be a long while, if ever, before the captioned assumptions ber out. With so many P4 problems from the get go, I remain unconvinced that its future evolution will be any smoother. I just sense major subliminal problems with the P4 that have yet to surface in the public domain!!!

To: Scumbria who wrote (37437)	4/26/2001 2:13:21 PM
From: Epinephrine	Read Replies (1) \| Respond to of 275872

Scumbria, I am also curious whether you have changed your mind about the statement that you make at the end of this message and what you think about the possibilities that AMD might be able to use some of that "low hanging fruit" to compete with a .13 DDR enabled P4. (even if AMD's own .13 process is delayed) Message 15570692 Thanks, Epineprhine

To: Scumbria who wrote (37437)	4/26/2001 2:40:47 PM
From: porn_start878	Read Replies (1) \| Respond to of 275872

"It has little to do with IPC performance." Maybe not directly but it has a lot to do with the overall performance. I think the old though that every buyer is dumb and don't know anything about performance benchmarks is old-fashioned. Some doesn't seem to realize the influence Hardware sites and reviews has on customers, just do the maths: [affluence of readers] * [people asking those readers advices for their next system] * [growing number of HW sites] = [lot of influence] That said it's obvious that Palomino need to be .13µ to compete vs Northwood and I hope AMD will keep doing good on the manufacture side. The six month Hammer delay is horrible, could it have something to do with software support? Max (NOTE: can't make those sub-33 ascii thingies under Win98)