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: Joe NYC who wrote (62993)	11/8/2001 2:40:59 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Joe, Re: "I am going to reciprocate with my concern about a collapse of P4 (and Intel) if they fail to catch up with performance of Athlon, and if selling empty MHz fizzles." I'm actually undecided on this. I think that Intel needs to push a consistent message, but I'm not sure if it should be megahertz (easier to understand and able to refute model numbers) or pure performance (a better long term strategy, but difficult to make practical or easy to understand). I think it's a good assumption that Intel will increase IPC in the Netburst core, so I don't think you need to be concerned with megahertz looking more empty as time goes on. The only question is whether the IPC gains will be balanced with the frequency gains, and whether they will be enough to compete with Hammer. wanna_bmw