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

To: jim kelley who wrote (16863)	10/31/2000 4:30:13 AM
From: dougSF30	Respond to of 275872

Jim kelley, LOL. Who in their right mind would buy a DDR Athlon system when they can get a P4 system for less money that runs at a higher clock rate 1.4 to 1,5 GHZ? RDRAM is a proven product while DDR is highly questionable. Well, for starters, someone smart enough to realize that higher clock frequency doesn't imply faster performance. As in the case of the low IPC P4, in particular. RDRAM is certainly "proven". Proven to cause all sorts of problems while not boosting performance (in the single channel case). Proven to drive Intel to admit it was "a mistake". Oh, and can you point me to a P4 system price online somewhere? It is not going to be me! I'm not at all surprised. Doug

To: jim kelley who wrote (16863)	10/31/2000 6:53:19 AM
From: stribe30	Respond to of 275872

Jim: I wondered how long it would take a RMBS backer to get on to the moderated thread.. "Who in their right mind would buy a DDR Athlon system when they can get a P4 system for less money that runs at a higher clock rate 1.4 to 1,5 GHZ? RDRAM is a proven product while DDR is highly questionable." I sure would like you to point me to a source who says a DDR Athlon system is going to cost more then a P-4 system... As for the RDRAM proven product part, I dont think you've been reading too many hardware review sites; the only thing that its been proven is that RDRAM is having enough trouble beating regular PC-100 and PC-133 SDRAM; let alone DDR SDRAM. The reviews showing that are fairly unanimous; its not just Toms Hardware saying it, who I know you all love to hate over on your thread. By the way, has this official DDR release finally silenced the RMBS people on your thread who claimed DDR would never be released? I posted a prediction from Tom's Hardware on your thread not too long ago that said he knew when the DDR AMD-760 release date was and that DDR athlon systems would be available for sale by Christmas; that got panned by a few of your cronies on there.. I've yet to see anyone come out and admit that Tom has a good chance of being accurate on both parts of his statement.

To: jim kelley who wrote (16863)	10/31/2000 7:34:50 AM
From: stribe30	Respond to of 275872

Jim Kelley claimed:"You are missing the point. Intel considers RDRAM the best solution for scalability in performance for its P4." Really? This report seems to indicate Intel thinks otherwise. "Intel RoadMap Shows Little Rambus Support" A confidential roadmap obtained by EBN shows Intel dropping Direct Rambus DRAM from every computing platform but high-end workstations by mid-2001. This would appear to bear out recent comments by Intel president Craig Barrett that the exclusive deal to support the memory interface was "a mistake." According to the document, Intel Corp. (stock: INTC) will phase out the slow-selling Direct RDRAM-enabled 820 chipset in the first quarter of next year, while the yet to be introduced Intel 850 chipset will be dropped in the middle of the third quarter. At that time, Intel's sole remaining Rambus chipset will be an enhanced 850 device code-named Tehama-E, which the company is rolling out for workstations and PCs costing more than $2,000. The details of the roadmap are further evidence that the rupture between Intel and memory-design partner Rambus Inc. (stock: RMBS) has widened, even to the point where Intel is planning to introduce a double-data-rate SDRAM-enabled chipset for desktop PCs. Industry sources said the companies are engaged in negotiations over Intel's demand that a clause barring it from fielding its own DDR chipset until 2003 be stricken from its licensing contract with Rambus. Intel representatives declined to comment on either the talks or the roadmap, citing a policy against discussing unannounced products. However, several DRAM and memory module suppliers with knowledge of the company's development plans said Intel is designing its own DDR chipset and, as previously reported by EBN, has bought a store of unbuffered DIMMS for testing and validation purposes. Industry sources believe the chipsets,known as Almador and Brookdale, will be introduced in the middle of next year and will have both single-data-rate and DDR capability. Intel will time the activation of the DDR function according to market conditions, the sources said. Intel's own chipset roadmap showed the Brookdale replacing the 850/Rambus chipset next year for high-end "Mainstream 3" PCs in the $1,500 to $2,000 price range. Brookdale supports a mainstream desktop Pentium 4, code-named Northwood, which is expected to debut in the second quarter of next year. The Almador chipset, which supports a 1.3-GHz Pentium III shrink code-named Tualatin, will appear at the end of the second quarter. Initially aimed at PCs in the $1,300 to $1,700 range, Tualatin will be shifted to the $1,100 to $1,400 space late in the third quarter of 2001. Its contractual issues with Rambus aside, when Intel chooses to activate the DDR capability of its chipsets, it will be more than six months behind rival Advanced Micro Devices Inc. (stock: AMD), which this week will introduce the 760 DDR chipset and upgraded 266-MHz processor bus to support its highest-performance Athlon processors. Meanwhile, third-party chipset vendors, including Acer Laboratories, Micron Technology, and Via Technologies, already have introduced their own DDR-enabled logic controllers for the Athlon. The same third-party manufacturers have unveiled DDR chipsets for the Pentium III, which should help Intel make up for the fact that it has yet to field a similar chipset of its own. In fact, Via and Acer have said they will supply DDR chipsets for the Pentium 4, and were said to be seeking Intel's approval in meetings last week with Barrett in Taiwan. Earlier this year, Intel approached Micron about the possibility of licensing that company's DDR-equipped Samurai chipset technology, a source close to Micron said. However, the memory-chip maker declined to give Intel an exclusive license because it also wanted to use the Samurai to support the Athlon, according to the source. techweb.com

To: jim kelley who wrote (16863)	10/31/2000 9:24:27 AM
From: combjelly	Respond to of 275872

RE:Workstations and the i840 Jim, you have a good point. Intel has managed to increase their share of the workstation market to 75% according to at least some figures. But I wonder how much of this has been at the expense of the other workstation manufacturers, or at least their non-Intel architecture, and how much has been by the expansion of the meaning of "workstation". Now some of it was because management at some companies decided that they could cut costs by moving their engineers off of Unix boxes to NT. In at least the case of CAE, this has reversed, or at least drifted away from NT and towards Linux, with the Unix boxes gaining back some of their marketshare. But I wonder exactly how many of those i840 workstations are being sold into areas that would have bought some described as a workstation 15 years ago...

To: jim kelley who wrote (16863)	10/31/2000 10:55:32 AM
From: Petz	Respond to of 275872

Jim, <Who in their right mind would buy a DDR Athlon system when they can get a P4 system for less money that runs at a higher clock rate 1.4 to 1,5 GHZ?> What higher clock rate? AMD promised a 1.5 GHz Mustang (new, faster Athlon core) in January. I & About half the people who want "the fastest" will buy AMD's Mustang because 1. MHz will be very close if not equal 2. Benchmark improvement for specFP shows that a 1.3 GHz Thunderbird on PC2100 DDR will equal a 1.5 GHz P4 on RDRAM. Look at Anand's review and JC's leaKed official P4 numbers and do the math if you don't believe me. 3. A 1.33 Mustang will beat a 1.5 GHz P4 and the 1.5 GHz Mustang will crush a 1.5 GHz P4 on everything from Quake to SPEC benchmarks. Petz

To: jim kelley who wrote (16863)	10/31/2000 10:58:34 AM
From: AK2004	Respond to of 275872

Jim re:Micron sabotaged Intel. LOL, thanks. Have you been asleep for the last few months? Intel is not betting anything on rambus anymore. p4+rambus is cheaper than athlon or was rambus without p4 is cheaper than athlon+ddr? <ggg> wake up Regards -Albert