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

To: Monica Detwiler who wrote (79369)	5/4/2002 11:26:01 PM
From: Elmer	Read Replies (2) \| Respond to of 275872

AMD - soon to be 800 MHz behind Intel - and AMD folks always used to say - "MHz Sells". It should be noted that Intel is able to pull so far ahead with such ease. There is no competition at the high end. Makes you wonder what they are holding back for lack of pressure from AMD. Intel says they have World Class Yields while shipping millions and ramping frequencies at will for nearly a year now. AMD says they have World Class Yields and can't ship anything. Hmmmm... When are the Droids going to realize they've been lied to? EP

To: Monica Detwiler who wrote (79369)	5/5/2002 12:13:14 AM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Monica: Did you see this one? aceshardware.com Looking at the scaling factors with real number crunching software, P4 has a scaling factor of 0.60 and AXP (AMP) has a scaling factor of 1.45. A 2.4GHz NW thus has a performance of 1.44 less than a 1GHz AXP! A 1.733GHz AXP has a performance of 2.51! To get that a NW would need to get to 4.19GHz which is probably where it might be sometime at the end of 2003 or in 2004. AXP64's will probably be around 4000-5000 (4.86-6.07) by then. Intel is like a bicycle rider in 1st gear while AXP is in 10th gear. Intel pumps the pedals 35% faster but goes 57% as fast as AXP. Intel is falling further and further behind in the performance race.. Pete