Advanced Micro Devices Inc (AMD)

[blauboad]

P4EE easily beats AFX is many benchmarks

AFX beats P4EE in many more, and a higher speed grade may be available by the time Intel actually releases it.

It's supposed to be faster than Prescott? Says who?

Let's just handle this with logic. Intel announces a 1000$ P4EE chip available--maybe--in November. Ergo, Prescott is going to be really really late, really expensive, and/or significantly slower than P4EE. With extra pipeline stages and concomittant hit to IPC, along with less cache, there's good reason to think that P4EE will be faster clock for clock. Last I heard Prescott was to be introduced at 3.4, about a 6% improvement over P4EE, so who knows, maybe 3.4 will be about even with 3.2 P4EE, but I doubt it. And then all the down-throttling it's going to have to do...

See, I didn't even mention the Inquirer.

AMD's 90nm process on schedule? Which schedule?

Mid 2004 for volume production. This timeline has been very consistent for quite a while now.

Based on past performance, the chances of Intel delivering are far greater than AMD.

Based on Prescott delays and wattage rumors, it does not seem that Intel's 90nm is going smoothly. Unless, as Otellini suggested, Intel intended to make 100+ Watt desktop chips... That's not to say they won't fix it, but Prescott and Tejas delays buy AMD time--no way around that.

As far as AMDs 90nm switch, I am fully aware of the risks there, which is why I put that condition into my comments.