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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: Scumbria who wrote (28608)2/15/2001 4:27:35 PM
From: Joe NYCRead Replies (1) of 275872
 
Scumbria,

Onboard memory controllers or graphics are a big, bad no-no.

Another point on this matter: You can reasonable claim that there is a potential for delays of the CPU because of delays in memory controller. But the Northbridge manufacturere faces the same delays. And you have additional delays caused by annual increases of the FSB speed (not necessarily synchronized with increases of memory speed, causing 2x the number of transitions).

Let's just review the recent history of Tbird:

Apparently, Tbird was ready as early as April or May. It kept getting delayed because there was no chipset for it. It took until about July to see the first KT133, and until August until the motherboard makers started selling the motherboards.

Now, if you took the very first Tbird manufactured in May, you could plug it today to a KT133A motherboard, and run it at 133 MHz FSB just fine (increasing performance by a speed grade). But we had to wait until February of this year, almost a year since the time Tbird was ready, to actually get it in the hands of first hobbyists, and it may take until a year after Tbird introduction to get it into the hadns of Compaq's customers.

These delays are far worse and far more harmful to AMD (in 100s of millions of lost revenue) than the risk of moving away from this waiting game for chipset and motherboard vendors to catch up.

Joe
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