Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dougSF30 who wrote (40486)	5/18/2001 7:09:19 PM
From: niceguy767	Respond to of 275872

dougSF30: "If it can run (barely) at 1GHz at .18, isn't 1.2GHz at .13 pretty much in the bag? Probably higher, as well, but they don't want to make the P4 look bad by comparison." Like I said to Jim..."should be able to's" just haven't cut it at INTC over the past 2 years...Who knows what the P3 will be competing against when/if INTC works out the production kinks in going to .13...AMD certainly isn't static in its rolling out of new leading edge product...Seems to me the trend over the past 2 years has been an increasing price/performance gap favouring AMD...and the recent Athon 4 intro., if indicative of trends going forward, looks to continue this favourable AMD trend for the foreseeable future...

To: dougSF30 who wrote (40486)	5/18/2001 9:08:31 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

*RE:"NG, well come on, they ought to get something* out of shrinking the P3 down to .13u."** Well, Amd only got about 50-100 Mhz out of shinking the K6-2 from .25u to .18u. When ole' betsy is at the end of the line, she's at the end of the line. At 1.2 Ghz, Tualatin may be near her last legs. Perhaps this is one of the things that could be wrong with P3. What's rather interesting is that fact that Intel chose to convert the P3 to .13u ahead of P4 or even at all. This is an indication that P4 is not anywhere near ready for primetime yet. No SMP, high heat, Rambus,no notebook chip and Athlon at higher speeds than P3. Intel had no choice but to get some more life out of ole' betsy. Jim