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

To: Cirruslvr who wrote (85013)	1/4/2000 10:22:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1572208

Re: "Kash - RE: "Willamette will have 2 rambus channels on chip - and whenever it comes out q4 2000-1H 2001 may be crippled if Rambus is a BUST." I believe Kash is wrong about Willamette having RamBus channels, unless he is referring to the chipset, and I think you will all be surprised what other changes Willamette brings. EP

To: Cirruslvr who wrote (85013)	1/4/2000 11:26:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1572208

Cirruslvr, Re:" Message RE: "Willamette will have 2 rambus channels on chip - and whenever it comes out q4 2000-1H 2001 may be crippled if Rambus is a BUST." I wonder what Intel will have as a back-up to DRDRAM. I doubt they are going to put all their eggs back in DRDRAM's basket AGAIN. 128MB costs $1000 and there is no guarantee the price will drop OVER 50% in nine months. Maybe Intel will have a DDR SDRAM capable platform ready. But I don't know how that would work if Willy has 2 DRDRAM channels on the chip."" This is Intels major problem for yr 2000. When they architected Timna and willamette 12-18 months ago they made the strategic descision to utilize and leverage the key advantages of DRDRAM. Any change to Willamette as drastic as to use an alternate memory will likely mean at least a 6 MONTH delay or product in mid 2001. My understanding of Willamette is that it really will support multi-threading and very high clock frequencies and will need the bandwith of the dual rambus channels. Think of effectively a Dual Xeon set up with a 840 chipset/mb running very fast on a single CPU. It should kick AThlons Butt if everything works out for intel. The key however is that everything depends on RDRAM to be available and low cost for the master plan to work. It would not surprise me if Intel undertakes drastic steps to ensure success. All the way to following Sonys lead of having a partner dedicate several fabs to making the parts come hell or high water. I believe that this whole Rambus issue makes Intel a fairly risky investment. Just as the impending Dresden/Cu situation is the real potential short term killer for AMD in 2000. regards, Kash