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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Tony Viola who wrote (109693)9/11/2000 8:20:25 PM
From: andreas_wonisch  Read Replies (2) | Respond to of 186894
 
Tony, Re: I guess the articles about Intel gaining market share must be true.

Yes, I believe that, too (without any major OEMs selling Durons and K6-2s phasing out this isn't very surprising). But stating that Compaq isn't selling any AMD systems any more when 50% of their retail systems are from AMD is IMO a little bit far fetched. Probably they are selling more Intel systems because (as stated above) K6-2 are phased out and low budget systems (--> Celerons) are usually the best selling systems but that doesn't mean AMD is losing Compaq.

Now, their "new" notebook section is 6/7 ths Intel.

This is IMO also not surprising. AMD can only deliver notebook CPUs up to 550 MHz (K6-2+). And that's exactly the system Compaq is selling right now in the business line. Things will get interesting again when mobile Athlons/Durons are coming in late Q4.

Andreas



To: Tony Viola who wrote (109693)9/12/2000 12:21:29 AM
From: milo_morai  Read Replies (1) | Respond to of 186894
 
<font color=green>DDR Chipsets/Motherboards In October (HARDWARE)
Posted By Brian Neal
Tuesday, September 5, 2000 - 4:46:33 AM
A huge thanks to KH for letting me know about this Ctech Taiwan article regarding DDR SDRAM platform development by AMD, VIA, and ALI. The article includes some major news regarding production schedules and roadmaps for DDR chipsets and motherboards, here are the highlights:

DDR chipsets for the AMD platform are starting to ship this month
Volume production of DDR chipsets from AMD, VIA, and ALI will start around end of September, beginning in October
Currently AMD's DDR chipset leads the other two in terms of production: Gigabyte will release a DDR board in October based on AMD's DDR chipset
AMD is giving ALI technology transfer to help ALI in DDR K7 chipset
ALI will release DDR chipset for K7 first, in "limited quantities" by October, and an Intel DDR version will follow later
VIA, on the other hand, will release an Intel DDR chipset first, with the Athlon DDR chipset to follow about a month later
Gigabyte, Asus, and MSI will all have DDR boards out in October
As you can see, Gigabyte is expected to have an Athlon DDR (AMD-760 based) motherboard sometime in October. ALI is the other core logic producer expected to have a chipset (in "limited quantities" anyway) that same month, while VIA will initially focus on a DDR version of its Apollo Pro GTL+/P6 chipset.
aceshardware.com

Just another reminder for you.

Milo