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

To: milo_morai who wrote (64257)	11/23/2001 1:55:10 AM
From: peter_luc	Read Replies (1) \| Respond to of 275872

Milo, "Nanya to ship 1.2 million DDR333 units in November" "Looks like AMD may have a surprise in store." Thanks for the info! Somehow I believe that it will be good news primarily for Intel. The SiS-P4 chipset and the VIA P4X333 will be able to make full use of the extra performance of DDR333, whereas I read somewhere (don't remember where) that the Athlon will be stuck with 133 MHz FSB until mid 02. Peter

To: milo_morai who wrote (64257)	11/24/2001 3:20:56 AM
From: Petz	Respond to of 275872

Early supplies of DDR333 units is slightly positive news for AMD. Although SiS will have PC2700 chipsets available for both Athlon and P4, some tests I've seen show that the latest revision of the VIA PC2100 chipset is faster for P4's. Also, Intel's PC2100 chipset is likely to be faster. I think there's a better chance that, for 266 FSB Athlons, DDR333 (PC2700)-capable chipsets will be the fastest available for Athlon XP's. The extra bandwidth is just enough to allow some memory to PCI/AGP bandwidth in parallel with the CPU<-->Memory interface. You are right that Rambus is toast. Nanya was one of the biggest RDRAM producers. Petz