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: Scumbria who wrote (63354)	12/27/2000 1:50:00 AM
From: tinkershaw	Read Replies (2) \| Respond to of 93625

P4 is capable of good performance on benchmarks which are limited by memory bandwidth, or can take advantage of wide floating point SIMD parallelism. Other benchmarks will be mediocre on the P4, and all the wishing in the world will not change this Scumbria, What you are saying is most probably true about some legacy software. INTC indeed did crimp on aspects of the chip designed to perform the more mundane functions. However, what some of you don't seem to see, is that corporate America is and will be buying these things left and right. DELL sells to corporate America, yet DELL has supported this "inferior" functioning chip when it comes to the more mundane things like word processing and spread sheets (the backbone of corporate America computing). What you are missing is that corporate IT purchasers are looking forward. They see where desktop functionality is going. It not only is about legacy mundane software, it is also about communications, and multi-tasking, and streaming. What they are saying is "yes, I want to run legacy software, but dang it, I'm not buying some piece of crap that crashes or delays everytime one of these new fangled high-bandwidth products becomes a must have in the office." In a word, they don't want to buy stuff that will be out-moded in 6 months to a year, and they know that the new applications are just down the road. Same thing happened with the launch of x86 5 years back. INTC was somewhat of a laughingstock back then as well. Perhaps I have the wrong product launch, but I seem to remember some floating point errors with the new chips. Didn't stop the industry and software companies from standardizing on the INTC architecture and writing more and more complex software. In a nutshell, if INTC cannot push the envelope, not only does INTC eventually become the equivalent of a TV tube producer, so do the software companies who are equally dependent on pushing the mainstream desktop into higher and higher performance. To bet on AMD and its superior functionality with legacy software is to bet on the complete commoditization of the desktop computer industry and basically the death of Intel as we know it; in the end AMD will die to from this, as Intel produces chips far more efficiently than AMD and would crush AMD in a commodity only business. As such, as I often say which team do you want AMD/Micron or INTC/Samsung. The industry, even at 64 bit is almost completely ignoring the AMD 64 bit offering (only Sun committing to building software for the platform - and Sun and Intel are not known as friends) all the other major software players are writing for the Itanium (even if Itanium is still vaporware). Look at the big picture. I honestly cannot see more than a niche DDR role in this big picture. Tinker