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

To: Jim McMannis who wrote (80289)	11/17/1999 2:12:00 PM
From: Bilow	Read Replies (1) \| Respond to of 1580101

Hi Jim McMannis; Re that high pin count... There is a new multichip module under development at IBM that has 5000 pins. 1000 pins isn't that many for the year 2000. I bought my AMD back at 26 5/8, based on the chart pattern. I smell a rally to the close. Of course, I have been very wrong before. INTC and RMBS still look weak. I suspect institutional selling, possibly related with Comdex. -- Carl

To: Jim McMannis who wrote (80289)	11/17/1999 3:20:00 PM
From: Charles R	Respond to of 1580101

<Well, you make a good point about the pin count. > The only way to read Athlon pincount in my book is "if you want performance, you pay". Especially in the context of high-end Xeon class multiprocessing solutions no one cares if the chipset cost $20 more (because of die size/test/packaging/yield impact of extra pins). Watch the puppy fly once you put DDRSRAM. The 266MT/s bus mating with 266 MT/s DRAM will be a killer solution for memory intensive applications. The only other decent alternative is to integrate a RDRAM controller on the chip but that one requires a SOC kind of implementation which is not quite there yet.