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Politics : Formerly About Advanced Micro Devices
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To: vince doran who wrote (72037)9/17/1999 12:49:00 AM
From: Petz  Read Replies (1) of 1573213
 
vince, some comments on Nvidia GeForce and "Can AMD sell 1M?"

Have you read the comments on one of the gaming sites from NVidia's CEO, about Athlon and how the GeForce will "rock" on it? Nvidia is committed to "Athlon optimizations." A second point on Nvidia is that many CuMine motherboards will not even have an AGP slot. This is because the 667 and 733 MHz CuMines can only run on the i810e chipset or the i820 chipset. Only i810e supports PC133 RAM and PC100 RAM directly, but the i810e includes AGP graphics in the chipset, and no support for an AGP slot. To support PC100 or PC133 SDRAM, the Camino i820 requires an adaptor chip which is estimated to slow memory performance to the PC66 level! No CPU, especially one with only 256K of L2 cache can run effectively with an 11:1 CPU to memory bandwidth ratio. Therefore, its a safe bet that Camino motherboards will have abyssmal performance using SDRAM. On the i820 motherboards, you'll have to plunk down over $500 for 128M RDRAM memory (its $800 now) to get "decent" performance. VIA's chipset supports an AGP slot and PC133 memory, but I think they will be production limited.

On the question as to whether AMD can SELL 1M Athlon CPU's, remember, thats only 3% of CPU production in the fourth quarter. I would guess that the top two Intel speed grades get roughly 20% of the number of CPU's sold. So, AMD only needs to sell 1 out of 6 of such "high end machines." I do think they would be demand limited at about 2 million Athlons in the fourth quarter, if they could make that many.

Petz
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