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

To: Bill Jackson who wrote (52155)	8/23/2001 12:49:14 PM
From: that_crazy_doug	Read Replies (1) \| Respond to of 275872

<< Doug, That is partly true, as sales show. I am not sure where they stand in the R&D area for matching the P4 speeds? >> It doesn't seem to me that AMD has much hope of matching Intel frequency for at least a year. P4 will be on .13 technology way before Athlon will, and it's sitting at least 25% to 40% frequency advantage right now. After .13 transition, that gap could get huge though Intel will likely have no reason to push it any farther then 40%. Once Hammer and .13 SOI come out, AMD might be back in the ghz frequency game again, but even that seems unlikely to me. As far as raw performance goes, an Athlon might be equal to a p4 when it's clocked 25% lower, but I wouldn't want to be the guy trying to sell it.