Advanced Micro Devices Inc (AMD)

[HailMary]

Well I'll be impressed if Merom/Conroe/Woodcrest can get over 3Ghz given Yonah is not anywhere close to that now. If they do, I think they'll be very well positioned. It certainly looks like they will have an IPC advantage over A64/Opteron. I don't expect A64/Opteron to be higher than 3.2Ghz by this time next year. Has Intel said anything about expected speeds out of the new cores?

As far as the 4th pipe goes, it is going to be hard to utilize it except in tuned benchmarks. I guess you can argue that is all that matters because that is what gets played up by each company. Typical applications won't use that 4th pipe much.