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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

3:59 PM EST

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To: Scumbria who wrote (28710)	2/15/2001 10:13:10 PM
From: Charles R	Read Replies (2) of 275872

Scumbria, <Integrated DRAM controllers are a bad idea because it gates the ultimate cost- time to market.> Why? I would come to the exactly opposite conclusion. i.e., integrated DRAM controller IMPROVES time to market. No need to keep getting stuck with the same old motherboard signal integrity problems. <DRAM changes all the time, ..> As I said there was just one fundamental change in DRAMs in the last decade so may be you can explain where you are coming from. <...and having an integrated DRAM controller forces CPUs into obsolesence quickly. > What is the basis for the "obsolesence"? In the last 3 years AMD had K6, K6-2, K6-3, K7, K7.5, Thunderbird, Duron and is about to get to Palomino. It looks to me processors get obseleted faster than memory types. How do you see this differently? <The time to design and qualify a new spin is extremely expensive, and makes integrated memory controllers a real, real bad idea in the desktop market.> See above. Chuck

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