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

To: Jim McMannis who wrote (169673)	8/21/2002 2:16:25 AM
From: wanna_bmw	Respond to of 186894

Jim, Re: "This is the lowly Athlon. 2880 Mhz. So what happens when the same processes are applied to Hammer. Feel better about a 2 GHz Hammer on intro now?" 2.88GHz didn't seem stable enough to benchmark, it seems. Also, I don't know what voltage was required for 2.66GHz, but it's probably more than the default. Yes, I feel confident about a 2GHz Hammer, assuming that AMD can get SOI figured out (and they have plenty of room for failure here, by pioneering a relatively new process this time around). Hammer might even surprise, and launch with a 2.2GHz or 2.4GHz part, if AMD is really on the ball with it. However, with only 256KB of L2 cache, it looks like a big disadvantage at these clock speeds. I'm sure the integrated memory controller will make Hammer competitive with Pentium 4, but I don't see it running away with the game anymore. AMD simply needs Hammer to be competitive, and to finally claim a lead in the benchmarks (however small). Right now, they cannot be honest and claim a lead with the 2600+. Instead, they are using model number deception to market themselves out of their huge losses. I don't think that Thoroughbred's going to be the ticket, though. And if they aren't careful, they'll end up discrediting QuantiSpeed before Hammer even has a chance. wbmw