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

To: Charles R who wrote (80547)	11/20/1999 11:24:00 AM
From: Dan3	Read Replies (1) \| Respond to of 1571911

Re: Timna first-pass silicon with RDRAM is back from the fab and has booted Windows... Given the die size and yield penalties associated with rambus that inevitably increase its price, that would appear to be great news for AMD. Rambus will keep the low end Intc offerings expensive, despite some savings from PoC, the i740/i752 video engine will keep its performance uncompetitive (compared to the ALi chip with integrated NVIDIA TNT2 graphics engine, the VIA chipset with integrated S3 Savage 2000 graphics engine and Pro Media II with Savage4 engine, and the SIS chipset with integrated hardware DVD and S300 graphics engince that supports bump mapping, 64meg of display memory, and dual monitor/LCD support. penstarsys.com This difference in price/performance of chipset/video/memory support should keep the K6+ competitive for longer than initially expected. I had been guessing that K6X would sell 6 to 12 million units next year and Athlon 15 to 20 million, but, given that Intel seems to be determined to ride rambus right down the drain, K6X may sell just as many pieces as Athlon. Next years total CPU sales could be 30 to 40 million instead of 21 to 32 million. Dan