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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.78-4.8%Dec 12 9:30 AM EST
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To: Tenchusatsu who wrote (32670)3/22/2001 5:08:26 AM
From: Joe NYCRead Replies (1) of 275872
 
T.,

I have no idea what you are talking about. The large cache chips make little sense in absence of dual chipsets / motherboards. All the discussions about the need, lack of the need, demand from OEMs, cancellations, re-emergence are completely irrelevant in absence of chipsets / motherboards.

With the imminent release of 760 MP, the only question is how high AMD wants to aim, and how much resources they want to spend. I doubt that AMD will achieve high return on investment on the large L2 parts. It is just a loss leader IMO.

Joe

PS: What I find amazing about chips like the Cascades P6 is that the entire DOS memory space + 1 MB of extended memory will fit in the L2 cache.
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