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Politics : Formerly About Advanced Micro Devices
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To: MileHigh who wrote (60023)5/31/1999 1:44:00 PM
From: kash johal  Read Replies (2) of 1571892
 
Milehigh,

Re: AMD and RDRAM

AMD has several chipsets in development for the K7.

It is unlikely that the initial K7 chip sets will support anything other than 100Mhz SDRAM.

It should follow up with 133 SDRAM and RDRAM later this year.

AMD is in the somewhat enviable position of pushing a fairly conservative chipset/DRAM/MB strategy due to K7's preformance. Intel has bet on a very agressive chipset/DRAM/MB strategy to be competitive with the K7.

In AMD's case they simply have to yield the K7 and they will do OK (at least to the very LOW expectations that folks have).

Intel has to agressively ramp up a new chip (that just saw final silicon) a new RDRAM chip set(that just saw final silicon), a new 0.18 micron process, and ramp all this including motherboards into production so end users can have systems by september!!!.

Otherwise even an 8 week miss will cause them to miss a large portion of the Q4 market.

PS, the more I get to look ar Rambus the worse it looks. Folks have bet billions of dollars on this technology and their seem to be major cost issues. And the performance advantages seem to be BS. Everybody like to talk about the high speed data rate, but due to the latency - no one has given any quantifiable numbers of what PC system level advanatge has over 133 SDRAM if any. Intel has been bullying the industry down this path - it will be interesting who breaks ranks next after IBM has dropped it.

Regards,

kash.
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