Intel Corp (INTC)

[Elmer Phud]

Bone -

So AMD legitimately pulls within 100 points of Intels free spinning P4

Legitimately? I don't think so. 100 quasihurts but not legitimately.

The next big test for AMD will be getting 512k on the die. AMD has not shown they can do this without a small but significant MHz penalty

AMD has not shown they can do this with even a large penalty. AMD has never been able to produce a large cache die. With their surprisingly poor fab output, they aren't likely to readily move to larger die unless they have no other choice. Come to think of it, I guess they have no other choice.

EP