Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

Jan 23 9:30 AM EST

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To: Gopher Broke who wrote (28534)	2/15/2001 12:25:25 PM
From: Joe NYC	Read Replies (1) of 275872

GB, Intel doesn't have to produce anything LDT to participate in this market. If, say Via, produces a northbridge to connect to Intel processor on one end and LDT on the onther, Intel can participate. THat brings up another question about the incorporation of on-chip memory controller, and if AMD is really going to do it, and if it will force Intel to follow. On chip memory controller will provide excellent latency, and overall speed boost, but it also eliminates from the picture a Mamba-like chipset with embedded DRAM L3, which can provide similar boost. Joe

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