Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: richard surckla who wrote (71845)	2/18/2002 1:37:33 PM
From: Petz	Read Replies (1) of 275872

I consider Tom's "conversion" to favor RDRAM to be a temporary phenomenon caused by excess demand for DDR driving the price close to that of RDRAM. Hopefully, this will cause Intel to re-convert to the RDRAM religion again. That would be the best for AMD. The best DDR boards for the P4 are within 4% of RDRAM boards on memory intensive applications and give better-than-RDRAM performance on latency-sensitive applications like Office. DDR is still cheaper, so why go for RDRAM? On the athlon, all we need is 167*2 MHz FSB CPU's to get additional performance out of already-available PC2700 DDR. Dual channel DDR boards will be available for both P4 and Athlon long before RDRAM doubles it's frequency, but higher frequency RDRAM will cost a LOT more than PC2100 or PC2700 and won't even have a theoretical bandwidth advantage once DDR dual-channel is available. The only possible advantage I can see to RDRAM is if there is if it's latency when using an on-CPU memory controller could be brought as low as DDR with an on-chip memory controller. Ali Chen can probably enlighten us as to the probability of that occuring. Petz

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