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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (3747)	8/5/2000 12:48:03 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 275872

Scumbria, are you saying Timna is something to worry about now? Is there suddenly going to be cheap and plentiful memory for the low end, of the type that Intel has abandoned for the mid-range push with the P4? Personally, of course, I'd say the SiS entry is good for AMD as an 815e equivalent of sorts. Though it seems nvidia may be in a stronger position on that front, SiS is sort of invisible these days. The more the merrier, though. The thing that may prove an ace in the hole for 815e competitors is DDR. This SiS thing seems not to support it, but SiS has other DDR chips in the works, and the nvidia entry is supposed to be designed around it. DDR may not provide that much benefit for standard PCs with conventional dedicated-memory graphics cards, but for UMA integrated graphics things, it might prove to be just the ticket, not? Cheers, Dan.

To: Scumbria who wrote (3747)	8/5/2000 1:53:13 PM
From: TechieGuy-alt	Respond to of 275872

Scumbria, Ah, I realize that. My point was that according to reports on the net (etc.) Timna is a non issue till late first half next year. Plus, since originally Timna was being targeted for a ~600MHz range, if it debut's in that range it will become VIA fodder. So Intel now has to up Timna's freq to ~800 MHz to be competitive, without having sold a single (for all practical purposes) Timna in the market. Talk about spinning one's wheels in one place. No wonder they need the $4 Billion R&D budget to compete against AMD (who has a $600 million budget). TG