SI
SI
discoversearch

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: Jdaasoc who wrote (43474)6/5/2000 7:33:00 PM
From: Tenchusatsu  Respond to of 93625
 
John, <I do believe that Thunderbird with SDRAM is a price/performance killer for Intel's 820 or 840 chipsets with RDRAM and PIII until Willimette comes out or INtel lowers prices.>

Actually, you might want to wait until Intel's 815 chipset is released before judging Thunderbird as a "price/performance killer."

One thing is for certain, however. Thunderbird failed to meet the expectations of the AMD supporters as a pure performance killer. Most of those supporters are now falling back on the old "superior price/performance" advantage, which the old Athlon already had anyway.

Some are claiming that T-bird's performance will improve substantially once it is paired up with DDR SDRAM. That's probably true; however, DDR chipsets for Athlon won't arrive until Q4 at the earliest. By then, Willamette will be here, and the AMD supporters will once again fall back on "superior price/performance."

Tenchusatsu

P.S. - I don't mean to trivialize the price/performance ratio. I realize it's a very favorable advantage to have. But I think it's pointless to talk about RDRAM in a price/performance sense right now. There really is no debate: RDRAM prices need to come down before RDRAM-based PCs have any hope of penetrating the mainstream.