Advanced Micro Devices Inc (AMD)

[blauboad]

BTW, doesn't it cost a lot more to build a 2M cache part, and increase the die size?

They have to do something with all that fab capacity. The big costs are fixed.

BTW, I seem to be in the minority here, but judging by the overclockability of the P4, and BTX on the way, it seems to me that Intel's explanation is plausible.

Right now, the P4 platform really could be more improved by other things than clock boost.