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

To: Joe NYC who wrote (30267)	3/5/2001 12:24:03 AM
From: milo_morai	Read Replies (2) \| Respond to of 275872

"But before you can go off and praise RDRAM's lower pin count (the bus is still only 16-bits wide compared to DDR SDRAM's 64-bit wide bus), a promise that Rambus made a while ago has yet to come through. According to Rambus, one of the benefits of RDRAM technology was that it would allow motherboard manufacturers to continue to use 4-layer motherboards because of the fewer traces required between the memory banks and the Memory Controller Hub (essentially the Northbridge). However all currently shipping Pentium 4 boards are 6-layer designs, we got confirmation of this by speaking with motherboard manufacturers on the topic. Intel is working with memory manufacturers in order to help tweak their RDRAM designs so that they may eventually switch to a 4-layer design, but that promise has not held true yet. For comparison, the majority of KT133 and KT133A motherboards are still 4-layer designs (and are thus cheaper) while all AMD 760 designs are 6-layer. " anandtech.com

To: Joe NYC who wrote (30267)	3/5/2001 12:43:15 AM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "Anand's report from IDF" Thanks for the article. Not a bad report - although Anand does come off as AMD's Representative-in-Waiting with his Interrogation of ServerWorks' intention of supporting AMD in SMP servers. Unfortunately for Anand and AMD, ServerWorks sure put that matter to rest !!! " ServerWorks on AMD The obvious question for us to ask ServerWorks was what they of AMD entering the server market and if they would ever work with them. Their response was actually pretty interesting, and can basically be summed up in a few key points: 1) AMD needs a higher bandwidth FSB: Even with its 266MHz FSB, the Athlon's EV6 bus alone doesn't offer as much bandwidth as the P4/Xeon's FSB. However a counterpoint to be made here is that the EV6 is a point-to-point protocol, meaning that each CPU gets a dedicated path to the Northbridge, which could result in higher overall bandwidth utilization with more than one processor. 2) PCI-X where are you? As we mentioned in our most recent server upgrade article, there is a clear need for higher bandwidth PCI and even 64-bit PCI won't cut it once you add in things like Gigabit Ethernet and high end RAID arrays. 3) AMD needs to invest in the technology: We got the hint from ServerWorks that they didn't see AMD as a heavy investor in the type of technology that these guys are building. The higher margins are in server products, but AMD has to start somewhere so the AMD 760MP may just be the first step into a much larger world. "