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: Dave B who wrote (54015)	9/19/2000 10:52:54 AM
From: richard surckla	Respond to of 93625

VIA "Launches" DDR Chipsets From YAHOO by: h0db (40/M/Tysons Corner, VA) 9/19/00 10:34 am Msg: 161875 of 161879 Well, it looks like VIA has joined AMD is "launching" vaporware chipsets. viatech.com Supposedly these VIA parts can now be ordered, in volume. There's just one problem...they are flaky as hell and not ready for prime time. Ace's hardware has had a VIA Pentium-3-based board for more than a month, and can't get it stable enough to post any benchmarks: aceshardware.com (Read that thread, particularly the part that says..."Had a lot of trouble. This is a beta board after all, and while the DDR DIMM's work perfectly together with the northbridge, the Soundblaster live did not like the southbridge." Very similar to what Anand found with his AMD760 beta board--he could run some benchmarks, but not the SpecView professional OpenGL ones. He could not load Win2K, and AGP is broken. anandtech.com No wonder VIA, AMD, and Ali keep kicking back the timeframe for real production of DDR chipsets. Should do wonder's for AMD's reputation with the OEMs, already burned by three chipsets for the Athlon. realworldtech.com "Reports out of Taiwan indicate that there is still a substantial number of KX133 chipsets floating around. It is unlikely that these will ever be used, so someone is going to be eating the cost - and it doesn't appear to be either VIA or AMD. There are also reports that KT133 chipset volume is lower than anticipated. AMD was apparently expecting 10M chipset in Q3 (all platforms), but this appears unlikely. One report indicated that only 300,000 KT133 were delivered in July, and the belief is that VIA will deliver about 2.5 Million for the entire quarter. As suggested last month, VIA appears to be chasing the volume market (Intel processors) and with production capacity somewhat limited, this means AMD may be the one that suffers. In addition, with P4 licensing issues and a pending lawsuit, there appears to be a reasonable chance that VIA will try to appease Intel by limiting K7 chipset production. One bit of evidence to support this is reports that the KM133 chipset has slipped into November, and the KT266 chipset (DDR chipset for Athlon) will trail the PM266 chipset by as much as six months. It appears that the AMD 760 chipset is very close to release, with motherboards anticipated early in Q4 - at least two months before DDR capable PIII boards. It could be a close call as to whether an ALi or AMD based board will be the first to appear, however ALi now seems to be indicating they could experience some delays. This is likely due to come compatibility problems that is covered in the DRAM section. Chances of an SiS based Athlon board this year are very low, and a Micron based board is all but out of the question at this time.