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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 216.64-2.0%10:29 AM EST
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To: wanna_bmw who wrote (62630)11/7/2001 2:28:40 PM
From: combjellyRead Replies (1) of 275872
 
"Also just to clear things up, in January, Toshiba announced 18mb SRAM (2MB + ECC) for $80, and 9mb (1MB + ECC) for $35. "

How fast? Remember that the Itanium L3 cache runs at processor speed. An access time of 1.2 nanoseconds or better is expensive. Latency in a cache is a big factor.

The Samsung memory is closer, what price is a 8Mbit version of it? Very fast SRAMs are not cheap, they are very specialized, and hence, decoupled from the commodity RAM market. Neither is the packaging for Itanium cheap. The problem comes in that it is produced in small volume, in the case of the L3 cache, it won't be used for follow on products. So it's development costs have to be amortized over only the run for Merced. Low volume manufacturing is a totally different beast from high volume. Yeah, if Merced was shipping at a pace of a million units a quarter, your statements about costs would be close. But it isn't. You are pretending that a low volume product like Merced has the same economies of scale as the P4. It doesn't. I know, I have been involved in companies who sell maybe 10k units of a (for them) popular product. It is a different regime. Because Itanium is so different from the rest of their stuff, Intel cannot leverage off them to cut their costs.
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