Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: blake_paterson who wrote (41456)	5/6/2000 4:55:00 PM
From: gnuman	Respond to of 93625

Blake, re: <Care to comment / rationalize?> Herz hurts. <g> I haven't paid much attention to AMD's travail's. I do think the mad competition to be the speed leader isn't good for either company. Seem's like the old disciplines have gone by the wayside, resulting in a series of goof's in the industry. Considering the relatively small market segment for the fastest and greatest, I wonder if it's worth the damage it's doing to the industry image?

To: blake_paterson who wrote (41456)	5/6/2000 6:26:00 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi blake paterson; The Thunderbird mobo problem isn't that big of a problem cause most people buy a new motherboard when they upgrade their machines. The Camino problem was a total halt of production, not the same kind of beast at all. And six months later, we still aren't sure what really caused it. AMD caught the problem early, this is the normal kind of kinks that show up in most design work. By contrast, the Camino boards were way late, and the final bug ended up putting off the whole thing. Dell advertised product that they couldn't produce. Micron made fun of it cause they had gone with PC133. Memory makers halted production of RDRAM. Do you really want to compare this sort of problem with a motherboard spec change, that was released well before full production of the chip and motherboard? Those Camino boards were pretty useless without the Camino chipset, but Athlon motherboards work fine with Athlon chips. No scrap cost. Some redesign cost, and a new rev of the motherboards for Thunderbird compatibility. Big deal. None of the industry really cares much how well they support the upgrade market. Note that recent i840 boards were unable to support 1GHz Pentiums. Did you see guys crowing about that all over the Intel boards? No, cause no one cares. AMD is doing fine. It would be nice to be able to have no change to the motherboards to support the new chips, but the fact is that the old motherboards were never speced to take anything other than Athlon chips. It would be nice to have had them work with Thunderbird, but it's just not that big of a deal. Personally, I'm waiting for the DDR motherboards later this year. The only reason I would replace an Athlon with a Thunderbird was if my previous Athlon broke. And since Intel is the company with the lamination problem, that isn't particularly likely to happen. Was that good enough? -- Carl