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

To: Petz who wrote (68672)	1/23/2002 8:27:13 AM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Petz: Is a 2400 MHz NW before April really that difficult for Intel? Assuming Intel could supply good volume across all >2GHz speed bins from their current .13µm production, they probably could launch a 2.4GHz. But why would they want to? Sure, it would hurt AMD, but unlike said company, Intel doesn't generally pull a kamikaze. Think of all the .18µm P4s that will continue to make up the bulk of Intel's P4 shipments for many months. What value would they have if Intel were to launch a 2.4GHz P4 processor? -fyo

To: Petz who wrote (68672)	1/23/2002 1:50:40 PM
From: TimF	Read Replies (1) \| Respond to of 275872

if you look at the Inquirer's roadmap, he shows in Q2 than AMD only advances 133 raw MHz to an XP 2200+, while Intel advances to 2.4 GHz. That would make the differential greater than 533 MHz; perhaps JS's promise was only for Q1? If JS's promise has any relation to what will actually happen in reality I expect that it doesn't mean that Intel will never gain slightly more then a 533mhz advantage meerly that anything more then that for the next year or so (anything later then that being to far out to tell) but rather that any gain beyond that wont be for very long. Of course even assuming 100% honesty and a conservative outlook from Jerry (and how many people want to bet money on Jerry's predictions being conservative?) I wonder how he can know how well Intel is going to execute. Tim

To: Petz who wrote (68672)	1/23/2002 6:09:50 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Petz, JS's statement assumes that he knows the best that Intel can do, and is positive about AMD capabilities in the near future. Both can turn out not to be what JS said, that is Intel can surpass his expectations, and AMD can come short. A lot of us were doubtful about Intel hitting 2 GHz with their .18u process, and it turns out that that Intel delivered. One thing I am wondering about is how to read the extreme overclocking data. I seem to recall Tbird could be overclocked using LN to some 2.2 GHz, which about 50% above the highest volume part that was shipped (1.4 GHz). If this is the case, 3.6 GHz overclock would suggest 2.4 GHz top speed. Anyway, I am just speculating here. I would welcome input here. Just for comparison, what has been the highest overclock speed reached by Palomino? Joe