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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (93887)2/17/2000 3:51:00 PM
From: kash johal  Read Replies (2) of 1571806
 
Tench,

Re:"And the alternative would be? Dual DDR? Wow, now that's going to be one expensive platform (although the cheaper DDR memory itself may or may not make up for it). Single DDR? No, I don't think Intel wants to cripple Willamette with a substandard solution.

Yeah, the dual-Rambus thing will be rather expensive, too much so for desktops in late 2000, but then again, we're not going to see THAT many Willamettes in that time-frame anyway. "Hundreds of thousands" seems just right for a dual-Rambus platform.

I'm sure in 2001, we'll see other chipsets supporting Willamette and its follow-on, Northwood. Until then, I think the dual-Rambus decision is a good one, especially since Rambus is here and DDR isn't, at least not yet."

You may be right.

But i am sure lots of AMD investors are trying to figure out if willy the next coming.

It does seem like a neat chip.

However the platform required to get that performance is expensive.

This REMOVES willy as a THREAT to AMD's performance dominance of the majority of the PC desktop market.

Athlon selects with small l2 cache will blow Cumine away in the $599-1299 price segement.

Athlon professionals will have NO COMPETITION from willy or cumine in the $1299 to $1999 segment.

Technically I am very impressed with willy.

In terms of adressing Intels weaknessess in the desktop space where Athlon is grabbing marketshare it is a non-player for 12 months or so.

As an AMD shareholder i feel pretty good right now.

regards,

Kash
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