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


To: Tenchusatsu who wrote (109106)5/2/2000 7:30:00 PM
From: Cirruslvr  Read Replies (1) | Respond to of 1579105
 
Tench - RE: "I guess it's up to AMD and API now to release an 8-way solution using LDT. But when is that scheduled to arrive? Will it be here soon enough given that Intel is gearing up for major launches of Itanium and Foster in the server arena? And is anyone else going to make server chipsets for AMD?"

According to an article by a techweb.com company, the 770 chipset (dual Athlons) is supposed to be LDT capable. Other than AMD and API, I don't think anyone else will be making 2 way or greater chipsets, unless AMD is hiding something. But I doubt that since Hotrail was the only company mentioned previously.

Do you think Hotrail just completely ditched the project and threw in the dumpster? I wonder if AMD could pick up where they left off...

Did you catch the article the other day which said Sledgehammer will have an integrated north bridge? What's interesting is AMD has spoken of having two processors on a single die, and the slides of LDT show two processors connected to a north bridge. And four north bridges being connected somehow to make up the LDT. Check out this slide - amd.com and the next one. Does this look pretty effective to you, considering the north bridge will be integrated?



To: Tenchusatsu who wrote (109106)5/2/2000 7:47:00 PM
From: Jim McMannis  Read Replies (4) | Respond to of 1579105
 
Ten,
AMD is working on 2, 4 and 8 way chipset(s?), due later this year.
The lack of one available now is one way that AMD has NOT executed, IMHO and perhaps Charles' opinion as well.

Also, waiting for the Duron and Thunderbird is like watching paint dry. Intel keeps giving AMD opportunities but AMD seems slow...with these things.

128K DRDRAM is not down to about $470 retail. Still too high but about a 50% drop this year. We have a race. DDR needs to be here by summer...

Jim



To: Tenchusatsu who wrote (109106)5/3/2000 1:17:00 AM
From: kash johal  Read Replies (2) | Respond to of 1579105
 
Tench,

I agree the hot rail miscue is pretty disastrous.

Frankly the entire execution on chipsets is poor with the reliance on VIA. The execution on the SMP side is a disaster IMHO.

It will likely have no short term impact as all the analysts and investors are focussed on the stock price and earnings but strategically this is a major problem.

regards,

Kash