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

To: kapkan4u who wrote (106229)	4/17/2000 2:17:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 1574251

Kap, I just think that prudent investors should keep a sharp eye out for Willy. The good news is that Intel optimized the Willy infrastructure for DRDRAM which should keep the product very expensive for some time to come. Scumbria

To: kapkan4u who wrote (106229)	4/17/2000 2:21:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 1574251

Kap, From the same article: The effect of Willamette on the competitive landscape will be enormous. It puts the onus back on AMD to seriously improve on the K7 and make more than cosmetic changes to its basic design to create the K8. Willamette represents a double-edged sword for Intel outside the x86 world. It will keep up the heavy pressure on RISC processors in the workstation and low-end server market, especially in the form of the Foster high end variant. It might even challenge the mighty Alpha EV68 for the SPECint crown. On the other hand it will make it very difficult for Intel's own Merced/Itanium IA-64 processor to make a mark for itself on the basis of performance, except for very floating point intensive applications. In summary, the Willamette appears to be a tremendous technical achievement. If Intel can put even half of the imagination and innovation shown by their Hillsboro design team into McKinley, then its competitors in the 64 bit market could suffer the same fate as competing x86 designs when Willamette ships in volume. Scumbria