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

To: Tony Viola who wrote (62003)	11/3/2001 12:37:59 PM
From: niceguy767	Respond to of 275872

Tony: "What happens if AMD ever leapfrogs Intel in clock speed? I'll tell you what. They'll advertise the bejeezus out of it, and quanti-quilli-quippy-quacky-speed will be a thing of the past." When marketing, one dresses the product in a way that best shows off its most desirable qualities...QuantiSpeed best demonstrates AMD's superior architectural model from which the Athlon derives...When AMD takes the MHz lead, a 3.0 gig MHz Athlon will, in all likelihood, manifest itself in an XP 4.0 gig QuantiSpeed rating...Why on earth, at that stage in AMD's evolution, will AMD be concerned with MHz only, when QuantSpeed, a much more representative "overall performance" measurement is a full 1 gig greater???

To: Tony Viola who wrote (62003)	11/3/2001 1:09:58 PM
From: Ali Chen	Respond to of 275872

Tony, "I'll tell you what. They'll advertise the bejeezus out of it, and quanti-quilli-quippy-quacky-speed will be a thing of the past." It is a dynamic world, is not it? "What happens if AMD ever leapfrogs Intel in clock speed?" First, it is not likely to happen, primarily because it would be stupid to create even more unbalanced architecture than P4. Currently, processor-alone IPC for Athlon is significantly higher than P4, but AMD loses on out-of-CPU traffic. I understand that with introduction of Hammer family AMD will pioneer on-chip memory controllers, which should reduce current deficiencies of AMD out-of-CPU traffic. That will be a little different game. [I am assuming here that a) AMD performance analysis team knows the major benchmarks run-time budgets, and b) top management understands the implications, and will make correct decisions. Somehow I have serious concerns about both a) and b)]. Regards, - Ali