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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

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Dec 1 3:59 PM EST

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To: Tony Viola who wrote (126574)	2/4/2001 12:16:28 PM
From: Paul Engel	Read Replies (2) of 186894

Tony - Re: ". I don't think even the OEMs that use Athlons in PCs are looking at any server possibilities from AMD, at least the big ones anyway." Here is what VIA has said about AMD's SMP Server effort: sharkyextreme.com "Unlike the MP Pentium chipsets VIA makes, making an AMD MP chipset is a bit more difficult. The EV6 bus is much quicker than Intel's P6 bus, but it is also point-to-point, meaning AMD's bus can only connect two components, the processor and the northbridge, not two processors and the northbridge like Intel's shared bus can. So in order to make an MP Athlon chipset, AMD had to put two EV6 busses. This increases the chipset die size and pin count, which thereby increases the chipset's cost. AMD has a shared bus architecture relying on LDT planned for their K8 series processors. We frankly expect AMD to meet with some success with their MP chipset. Still, we're not sure whether they will meet with enough success to convince VIA to develop their own solution. Only time will tell." Paul

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