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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (114025)	6/4/2000 2:32:00 PM
From: Charles R	of 1572779

Kash, <Yup so far the performance is less than compelling although these 700's may have been crippled somewhat.> The most important benchmarks I am looking for are from the big benchmarkers (Anand, Sharky, Tom) and that too with DDR SDRAMs. Thunderbird will not show its full potential until it is mated with the right chipset/memory combination. The bottom line is we will not get any worse than what has shownup so far and that is not bad at all. <I suspect the Duron will be a much better value than the tbird, but the same can be said for celeron and cumine.> For me the most important Duron piece last week was the ALI integrated chipset. This gives the Duron not only to compete with PIII in the mid-range but Timna at the low-end. We all know Timna's MHz are likely to suck big time compared to Duron. The only thing that was going for Timna was the cost factor. But a TImna+MTH+Southbridge is unlikely to have any better cost than Duron+IntegradedSB/NS. If ALI/AMD can execute on this chipset, Timna could become DOA. This qualifies as a MAJOR coup if ALI can execute. Chuck P.S.: I suspect NB/SB integration is not that easy, so I would like to see this in production before we celebrate.

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