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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (68655)	8/12/1999 5:17:00 PM
From: Tenchusatsu	Respond to of 1573225

<Timna is aimed at the sub 1K - actually more like $500 pc market. An extra $100 cost in this market for an otherwise equivalent machine is going to be a pretty tough burden to carry.> $100 is a rather steep premium. I think the price premium for DRDRAM chips will start going away as DRDRAM production ramps up and SDRAM production ramps down. Right now, that premium is being inflated by a shortage of DRDRAM chips and a severe oversupply of SDRAM. Sure, the price premium may still exist when Timna is released, but it should be much less by then. And then going forward, the price premium may actually disappear, leaving Timna-based PCs far ahead of the price-performance curve. Of course, it's a big risk. But in the end, supporting DRDRAM is a much better solution because of its low pin count. <If Intel sticks to its present roadmap, the performance halo is going to be associated with Athlon and PC133 / VC DRAM.> For a while. Tenchusatsu