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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 219.83+1.1%3:59 PM EST

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To: Scumbria who wrote (3747)8/5/2000 12:48:03 PM
From: Daniel SchuhRead Replies (1) of 275872
 
Scumbria, are you saying Timna is something to worry about now? Is there suddenly going to be cheap and plentiful memory for the low end, of the type that Intel has abandoned for the mid-range push with the P4?

Personally, of course, I'd say the SiS entry is good for AMD as an 815e equivalent of sorts. Though it seems nvidia may be in a stronger position on that front, SiS is sort of invisible these days. The more the merrier, though.

The thing that may prove an ace in the hole for 815e competitors is DDR. This SiS thing seems not to support it, but SiS has other DDR chips in the works, and the nvidia entry is supposed to be designed around it. DDR may not provide that much benefit for standard PCs with conventional dedicated-memory graphics cards, but for UMA integrated graphics things, it might prove to be just the ticket, not?

Cheers, Dan.
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