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

To: xun who wrote (49314)	7/28/2001 8:38:30 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "HT is here and now. " Sure it is - it will see its first mass-deployment in a Microsoft-Intel product - the XBOX !! Intel will make money off this deal - and AMD won't make one red cent. Thank you, AMD !!!

To: xun who wrote (49314)	7/28/2001 9:38:10 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"Without digging deep into the 3GIO, IMHO, HT is basically a chip-to-chip bus technology while 3GIO will be mainly a board-to-board or box-to-box I/O technology." Where did you get this information? So far, 3GIO isn't even a specification yet, only the promise of one. I think you have 3GIO confused with Infiniband which does have the characteristics you describe. 3GIO is a desperate attempt by Intel to cut AMD out of the game. Intel will lose out because they proposed Infiniband, which didn't solve the PCI problems, and neglected to do anything else until HT was ready to go. Suddenly they started waving their hands about 3GIO which they don't really know what it is, but is clearly the next standard. HT exists now and solves existing problems. By the time that 3GIO is specified and exists in silicon, it won't provide enough of an improvement to push HT aside. This is like when PCI itself was introduced. VESA local bus was the performance standard for video during the 486 generation, but PCI was adopted for the Pentiums. VESA eventually came out with an extension for Pentiums, but it was too late, PCI was there already. In many ways the VESA solution was better than PCI, but it wasn't enough for OEMs to abandon PCI. 3GIO has this same problem, it is unlikely to be better enough to get OEMs to drop the existing silicon...