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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Voltaire who wrote (1924)	9/17/2000 8:42:20 PM
From: Voltaire	Respond to of 65232

You keep avoiding answering my questions. I posted benchmarks and links from the same site that prove you wrong. The fact is that there are 100 benchmarks from 100 different sites that show Athlon and P3 very close (1-2%) within same clock CPUs with same memory. However this does not explain how it is possible a 50% faster FSB system with same clock CPU to be getting it's *** kicked in some and being very close in others, from a 50% slower FSB and memory system. I posted the links to the numbers. We are talking here 25 to 80% differences and in most other benchmarks, the two are very close and neck and neck. This clearly I think shows the following. Since we have yet to see any real prices of vaporware DDR systems or sticks (and real is the key here), when PC133 systems can produce such a performance and at a lower cost, there will be no market segment for DDR to sell to. Low to mid end that is price conscious will go to PC133 (and in fact I can see Intel and i815 selling more and more in that segment as it is proven that it is the fastest PC133 platform that is neck and neck with a more expensive one - and we don't know by how much more expensive DDR systems are since they are still vaporware). On the high end, Pentium 4 and RDRAM will rule and will continue to come down in price towards the mainstream by mid next year. That leaves DDR without a market segment. Hopefully they would have had the server market, but now even that is up in the air because where that market was supposed to be DDR only, now RDRAM is showing up there as well. So the DDR future looks very bad indeed. Looks like DDR was nothing but a lot of hype (Ali was coming first then VIA now AMD yet the fact remains that weeks and weeks keep passing while DDR is still vaporware – and in addition we now also know that it’s junk slow as well and sticks could be incompatible on top of that). Nothing but hype. I mean here is AMD trying real hard with a 50% faster FSB CPU and NB and memory, and they can't even beat this old PC133. All I can say is, you better watch out of the Pentium 4 coming out in a few weeks with a similar balanced FSB and North Bridge. Cause if the P4 does what I think it will do, AMD is in deep deep trouble without a second plan (not to mention that if the compatibility and problems with sticks and different mobos and chipsets are even part of the way real, AMD will have the biggest PR disaster in their hands that Intel will be more than happy to exploit). You sound like you own Micron or AMD stock? Maybe that is why you sound so worried and upset. So sorry...