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

To: that_crazy_doug who wrote (41066)	5/24/2001 4:37:41 PM
From: dougSF30	Respond to of 275872

TCD, Re: << Besides, if you're right, and GHz begins to sell, all AMD need do is run a few transistors of the chip at 1.5 times the frequency, use a 2/3 divider on the rest, and tout its next generation chip. >> <Do you think AMD would do that? I don't. > I forgot one key component: They would also need to double the die size for no good reason. :) Doug

To: that_crazy_doug who wrote (41066)	5/24/2001 4:45:52 PM
From: Petz	Read Replies (1) \| Respond to of 275872

doug, I agree with you that selling AMD's top speed at the same price as Intel's top speed would be difficult at 2 GHz vs. 1.5 GHz. But AMD, has NOT been selling 1.33 at the same price as Intel's 1.7 and I expect that to continue. Plus there is a $100 to $200 higher platform cost for the P4, so AMD 1.33 systems should not be as expensive as Intel 1.7 systems. Personally, I don't believe we will be seeing 2 GHz P4's anytime soon, i.e., 1.4 Athlons will definitely arrive first, and possible 1.5's as well. Petz