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Technology Stocks : AMD:News, Press Releases and Information Only!

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Elmer who wrote (5707)	4/23/1998 12:57:00 AM
From: Ali Chen	Read Replies (1) of 6843

Elmer, <Intel is now making their own SRAMs for quality and performance reasons. You alluded to this.> Yes, I explicitly "alluded" to the whole 222mm2 special SRAM they are making for Deschutes, as our Paul reported friendly. I also explicitly "alluded" that the cost of silicon area is still the cost no matter what is imprinted on it. Go figure yourself the total cost: 130+222+... <AMD needs SRAMS on the motherboard for their L2 cache> Small correction: OEM designers need SRAMs, not AMD. In the meantime, OEMs managed to sell the S7 boards with 1M of L2 at about HALF the price of PII-LX/BX boards. Go figure cost again... BTW, the new contest is coming: Intel is going to make L2 running at 1X core speed. Probably it will cost a lot more than 1/2X SRAM. How stupid on their part again: they will gain even less than with 100MHz front bus. Much less. He-he.

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