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Politics : Formerly About Advanced Micro Devices

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To: Goutam who wrote (84886)	1/4/2000 5:05:00 AM
From: Process Boy	Read Replies (1) of 1572507

Goutama - <This is about L2 cache - which consists of two chips(?) surface mounted on the Athlon module. IMHO, the DDR SRAM chips initially may cost about 40%-60% more than its counterpart SRAM chips (the die size would be just 5% more for DDR).> Thank you. <If true, I don't think it would be any problem for AMD in collecting the extra premium required to defray the additional cost, due to Athlons enhanced performance(rumored) with DDR L2 cache.> AMD may not have "a problem" defraying the additional cost, if the system clearly demonstrates a performance advantage to a particular market segment and is appropriately and effectively marketed to the intended target . However, I'm of a manufacturing bent, and I'm always interested in cost structure, as it does (at least in Intel's case) have a major impact on margins. Of course, this is still just a rumor, which begs the answers to many questions, of which the list would be large. Still, this is a very interesting rumor. Thank you for compiling its sources in aggregate. PB

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