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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Monica Detwiler who wrote (167159)	6/26/2002 10:27:05 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

AMD Hammer Model 3500+ Near? By Zach Gusky Date: August 31, 2001 2.0 GHz AMD Hammer Chip Coming Soon? Industry sources, moles, and various others [ed: could that be us?] have rumored the fact that AMD is MUCH closer to completion of its Hammer series of MPUs than the chipmaker lets on. The Hammer, AMD's next generation line of 64-bit processors, is perhaps sampling already and could be ready to sell in Q1 of next year. AMD's public line on these chips is that they won't be ready until the second half of next year. Some articles and reports suggest that a 2.0 GHz Sledgehammer will be equivalent to three 1 GHz Athlons. If this is so and if the Athlon was the basis for AMD’s upcoming “Model” rating system, then we could infer that a 2.0 GHz Sledgehammer’s "Model" rating would be 3000+. But the Athlon is not the basis for AMD’s upcoming “Model” nomenclature -- the Intel Pentium 4 is. I believe the whole reason for AMD's, at first glance, apparently ludicrous return to a “PR”-type naming system is that, when compared to the P4, this 2 GHz Hammer would carry around a 3500+ rating. And this may be at a time when Intel Pentium 4 line tops out at 2.2 GHz. [ed: Could this be why Intel demoed the 3.5 GHz P4 at IDF last week?] The AMD Model rating system may not look healthy now when the scheme is being applied to Palomino Athlons, but when consumers realize they are getting a 2.0 GHz chip that can perform roughly at equivalent levels with nonexistent 3.5 GHz Intel Pentium 4s, they will indeed be surprised. And consumers WILL take notice. Look for a significant amount of AMD's marketing budget -- large sums of money -- to be spent on “hammering” home this exact point sometime in the near future. vanshardware.com (Monica, who knows... Van might be right. Hammer 3500+ should already be available. Time to check my weekend Best Buy flier for details!) wbmw

To: Monica Detwiler who wrote (167159)	6/26/2002 10:40:56 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

The Success of AMD's New Nomenclature By Mario Rodrigues Date: December 29th, 2001 With the launch of Athlon XP, AMD introduced the model number naming scheme which relegated clock speed to secondary importance. Looking at data from Price Watch, with this change AMD's top two Athlon XP processors are now considerably more expensive than Intel's parts when clock speed is used as the standard of comparison. For example, the lowest price for an Athlon MP 1900+, which runs at 1.6GHz, is currently $337, an XP 1900+ is $236 while a 1.6 GHz Intel Pentium 4 is only $161. Yes, the AMD Athlon MP or XP 1900+ outperforms even Intel's fastest (and still rare) 2GHz P4, the point is that, at the same clock speed, AMD has taken over pricing dominance with a chip that is inherently much cheaper to produce. Also, AMD's latest Athlon, the MP 1900+, is now selling on Price Watch even beyond AMD's 1k lot price which has never been the norm. What does this not-so-little coup d'état tell us? In terms of AMD's new nomenclature, the strategy has proven to be an unreserved success in educating buyers of the more realistic relative value of AMD's CPU's compared with the higher clocked, but slower performing Pentium 4s. In relation to Athlon MP, the profit margin looks mighty healthy. Many have said that AMD were too reserved with their naming scheme and could have increased the model number rating by 100 with little complaint. I believe AMD held back for three reasons. First, to create more impact at product launch, second, to generate ongoing product demand, and third, to remain competitive with Intel's Northwood when launched. There's no doubt that Athlon XP made a huge impact when it debuted and its success continues unabated. The XP launch has generated tremendous demand; demand which has resulted in AMD running out of two speed grades. These achievements could produce yet another record breaking quarter as AMD works to exceed 8 million processors sold. If this was all part of AMD's intended master plan, they turned the tables on Intel and beat them at their own marketing game [ed: the XP's unrivaled performance levels also help]. Everything looks rosy for AMD. Will this change when Northwood is launched? I think not. Sure, the extra 256KB of level 2 cache will help but it won't be enough to get Intel's bacon out of the fire. AMD already has two speed grades that outperform Intel's finest. Q1 should see the launch of XP's at 2000+ and 2200+ levels, which should leave Intel's latest and greatest eating dust [ed: and it remains to be seen if Intel can overcome severe production problems and ramp up the 0.13 micron lines upon which the Pentium 4 Northwood depends]. With an expected launch price of $562 for the 2.2GHz Northwood, I can't see too many people of intellect queuing up to buy. Who is really that daft to stump up that sort of money? I hope it's not you. As always the proof of the pudding is in the eating. The New Year will answer all our questions. vanshardware.com (AMD's major success in model numbers ought to surely help them make record revenues against this quarter, too... right?) wbmw

To: Monica Detwiler who wrote (167159)	6/26/2002 10:47:18 PM
From: wanna_bmw	Read Replies (3) \| Respond to of 186894

Monica, if you are still in doubt, please read the wisdom of Mr Van Smith. He will tell you why Intel is able to fool the market with Pentium 4. "With its deep pipeline, the P4 chip can reach clock speeds that are currently unsurpassed and Intel is opening up its purse strings to let everyone know about it. What the Santa Clara chip company doesn't want you to know is that the chip is perhaps one of the most anemic offerings, tick-for-tick, of any modern processor and actually and abruptly reverses the natural trends in the evolution of CPU development -- even in its own product line -- towards greater processing efficiency." Intel Plays Dirty - Intel "buys" OEMs - Intel "buys" the media - Intel pressures websites - Intel controls benchmarks - Intel is cornering the market on compiler technology - Intel bullies other companies - Intel initiates strategies designed to rope in and destroy temporary allies - Intel utilizes great leverage into the financial analyst community - Intel lies vanshardware.com Quite the little conspiracy theorist, ain't he? Do you still trust info from this site, Monica? wbmw