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

To: fyodor_ who wrote (20299)	11/23/2000 11:37:48 AM
From: Jim McMannis	Respond to of 275872

fyo, RE:"Intel decided that they needed to maximize bandwidth to maximize performance. Due to what you could well call arrogance, they decided to not to hedge their bet on memory type. The way I read this whole situation (and others would likely know significantly better), Intel simply didn't expect anyone (AMD) to be competitive when P4 launch time came around. This meant that they believe they could concentrate on improving performance for "future" applications, while sparing relatively few resources on "legacy" programs." I believe you have seen the light...on Intels reasoning for the P4... But now the memory type Intel chose is tenuous. I can only guess how the P4 will perform with DDR and SDRAM? Better than Rambus? I have my doubts... Jim