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To: Scumbria who wrote (128062)	2/22/2001 1:16:22 PM
From: Paul Engel	Respond to of 186894

Re: "P4 has a very high cost/performance ratio, and it is tied to expensive dual-channel DRAM" PC2100 DDR DRAM - how does that fit the current mainstream market - in terms of COST? AthWipers need PC2100 DDR DRAM to be competitive with Pentium 4 in speed - and that makes them NO LESS expensive than Pentium 4 systems today. But Pentium 4 systems will have DDR PC2100 - real soon now.

To: Scumbria who wrote (128062)	2/22/2001 1:47:59 PM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Scumbria, Re: Athlon will also get smaller on 0.13u While getting smaller help reduce the cost, the main issue at hand is AMD's unit shipment seems to be cap. at around 6-8 M. We still don't see Athlon in commercial desktops, server and notebooks and the slow down would only make it even harder for AMD to crack that market. gary