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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (146887)	11/6/2001 9:01:16 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

Is Intel eating its future? Having ridden the Rambus bandwagon to a 10% to 15% drop in market share, and the elimination profitability, Intel looks set to do it again. Despite everything it could do and despite spending a fortune on subsidies and advertising, AMD's DDR standard has clearly triumphed over Intel's RDRAM standard. The next 12 months will see the beginning of the battle for the next generation of computer architectures - 64 bit systems. As with Rambus, Intel is first to market, and, as with Rambus, Intel's solution is obscure and expensive. AMD, once again, will be following Intel by about 6 months. Once again, AMD has extended the existing installed base, and kept costs low. As performance numbers begin to leak for DDR equipped P4 systems, it is clear that one DDR channel is as good as or a little better than two RDRAM channels - making it quite clear that it is latency and not bandwidth that is the constraint to performance as chip speeds increase. AMD's 64 bit solution has two key differences compared to Intel's: the first is the on-chip memory controller that cuts latency, just as using DDR cuts latency relative to RDRAM. The second is that it is fully performance compatible with IBM-PC standard that has come to dominate the industry over the past 20 years. Intel's 64 bit solution maintains the old off chip memory controller, and requires software different from anything that has been used by the installed base - it is, like Rambus, an obscure platform. With its on chip memory controller, Hammer architecture chips won't need a northbridge and won't need the motherboard real estate that used to be used by all the traces needed to connect the CPU to the northbridge. Hammer systems will be very inexpensive to build, and fit in small cases - desktop, mobile, and rackmount. It is looking more and more like Intel could finally lose its franchise as the industry moves to 64 bits.

To: Elmer who wrote (146887)	11/6/2001 11:10:27 AM
From: fingolfen	Read Replies (1) \| Respond to of 186894

Glenn Hinton, an Intel presenter and a "Fellow", told Andreas Stiller from c't magazine that AMD was "eating its future" at the Microprocessor Forum by using elements of .13 micron technology in the Palomino core. The AMD insider said that was far from the case, and that while there were elements of the chip that might incorporate smaller process technology, that would not make any difference to the performance gains AMD could expect from silicon on insulation (SOI) technology and the .13 micron shrink. Heh! They hope... So what AMD's trying to say is "no, gate lengths aren't where you get your speed." tongue firmly in cheek

To: Elmer who wrote (146887)	11/6/2001 1:15:03 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Elmer - Re: "while there were elements of the chip that might incorporate smaller process technology, that would not make any difference to the performance gains AMD could expect from silicon on insulation (SOI) technology and the .13 micron shrink." Note that the response was thatSOI PLUS 0.13 micron would see a performance improvement !! Looks like they are giving the Droids a heads up that the plain 0.13 micron process WILL NOT have any performance benefits (WITHOUT SOI !). Paul