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

To: wanna_bmw who wrote (62522)	11/7/2001 2:41:28 AM
From: peter_luc	Read Replies (1) \| Respond to of 275872

wanna_bmw "Intel - gotta get to Northwood! ;-)" LOL - Let's have some new (T)bred.... :-) BTW, so far it seems that the DIY market accepts the Athlon XP in spite of its higher price. Here is the actual (general) bestseller list of K&M Elektronik: 1 IBM IC35L040 40.0GB 8.5ms 7200r/min 2 IBM IC35L060 60.0GB 8.5ms 7200r/min 3 ELITEGROUP K7S5A SiS735 AMD/Duron 4 AMD ATHLON XP 1700+ 5 ELSA Gladiac 511 (Bulk) GeForce2 MX400 64MB AGP 6 MAXTOR 40.0GB 4D040H2 U/DMA100 5400r/min 7 AMD ATHLON C 1333 8 HITACHI GD7500 12xDVD/40xCD IDE (Bulk) 9 CREATIVE SB Live Player 5.1 (Bulk) 10 AMD ATHLON XP 1600+ Peter

To: wanna_bmw who wrote (62522)	11/7/2001 8:58:50 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: So far, AMD still has the performance crown And AMD may be set to widen its lead early next year. Remember that the slow ramp of P4 was explained by saying that there were (at first) only two steppers available that could run one of the layers of P4? Since just about everything at Intel was already .18 at the time, and since we know about the problems Intel has been having with 198nm stepper suppliers, those two steppers were probably 248nm steppers that were suitable for reasonable throughput using phase shift to get .13 features out of 248nm steppers. Two years ago, Intel was the company that was going to go straight to 193nm steppers, while AMD thought it could do what it needed to with phase shift on 248nm steppers. As it has turned out, it's AMD that couldn't do .13 without 193nm steppers, while Intel is using phase shift for its first generation .13 - and that appears to include parts of the ".18" P4. Making that rest of the chips using .13 "node" features will probably speed it up some, but since the critical parts of the chip appear to have been ".13" from the get-go, it may not help very much.