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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.68

+2.3%

3:59 PM EST

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To: Scumbria who wrote (28608)	2/15/2001 2:22:16 PM
From: Joe NYC	Read Replies (1) of 275872

Scumbria, Onboard memory controllers or graphics are a big, bad no-no. I think AMD has learned from the mistakes of others. The major problem of Cyrix MediaGX, MXi and Timna is that they brought on board too many things. The lesson IMO is not that nothing can be moved to the CPU, but that you have to be careful what to bring over. I don't think you would dispute that bringing L2 on-chip was necessary to maintain performance scaling. To make further advances here is of course to increase the size of L2, but onboard memory controller is the next step. There is another trend, to reduce costs, and building block approach that LDT promises may be the right approach to deliver high performance CPU + flexibility in building the systems. There are 2 approaches that seems to run counter to this. One is as I mentioned Mamba, another is the NVidia approach of (and I am guessing here) to bring massive bandwidth to the system, to be controlled more or less by the graphics processor, and leave some spare bandwidth to the CPU. Joe

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