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

To: Tenchusatsu who wrote (90463)	1/30/2000 8:38:00 AM
From: Gopher Broke	Read Replies (1) \| Respond to of 1572365

Tench, <<execution missteps will affect AMD more than Intel, especially at this stage of the game>> Why do you say that? In that share price is driven by investor sentiment, it seems to me that AMD are less likely to be affected. There is an allowance for some future screwup built into their current share price. Intel's share price still has an assumption of perfect execution, despite recent evidence to the contrary.

To: Tenchusatsu who wrote (90463)	1/30/2000 12:21:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1572365

Tench - RE: SMP Athlons Here's a clip from an article posted here in December ebns.com "In addition to the processor program, Samsung's subsidiary, Alpha Processors Inc. (API), is working with AMD to develop an Alpha core-logic chipset called Caspian. Slated for production in the third quarter of 2000, Caspian will support both the Alpha and Athlon processors using the Alpha EV6 bus architecture common to both devices. The cooperative effort ultimately will benefit the processors and their makers alike, said Daeje Chin, Samsung Electronics' executive vice president and chief technical officer, and chairman and chief executive of API." ... "He said working with a market rival on chipset and motherboard R&D ?simply makes sense. Both use the same EV6 bus, so joint development can save time and money. A common chipset for dual-processor versions of both processors also will have production economies of scale to allow low pricing.? Caspian will support PC100 and PC133 SDRAM, and, in the second half of 2000, double-data-rate SDRAM. There are no plans to interface to Direct Rambus DRAM." This article doesn't say it, but it seems like Samsung's Caspian is a chipset that will work with 2 Athlons or Alphas. If possible, can anyone clarify?

To: Tenchusatsu who wrote (90463)	1/31/2000 7:35:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1572365

Tenchusatsu, found a bit concerning P3s and dual processor support. pc-info.hypermart.net intel.com In using the two pieces of information, it looks like only slot 1 processors are dual processor capable. FC-PGA P3s do not have dual processor support yet. Is slot one still to be abandoned soon would be one of the necessary questions. And of course, will FC-PGA P3s have dual processor capability in the future? If so, could this affect any of AMD's change of SMP plans, as in who really needs dual Athlons or dual P3s or dual Celerons? Xeons are the preferred server chip, and AMD is focusing on Mustangs? TIA steve