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


To: ptanner who wrote (77812)4/20/2002 2:58:05 AM
From: Joe NYCRespond to of 275872
 
PT,

Thanks for the link. I wonder if the depositions will be entered as exhibits in the evidence. It looks like MSFT site is about 8 days behind.

Joe



To: ptanner who wrote (77812)4/21/2002 7:33:10 AM
From: dhellmanRespond to of 275872
 
Hammer is to X86 as IE is to Windows (according to Jerry)
In JS' direct written testimony he makes the following statement:
"Illustrative of the benefits of product integration is AMD's decision to integrate memory controller functionality into its next generation Microsoft Windows compatible microprocessor, code-named Hammer, which is currently sampling with production shipments planned to begin later this year. Memory controllers once were discrete semiconductor chips that were part of the core logic set of chips surrounding the microprocessor on the motherboard. Today, memory controller functionality is not provided in a separate product, but is integrated in the northbridge chip of the core logic chip set. The northbridge manages direct access memory operations and also arbitrates microprocessor communications with the southbridge chip, which manages peripheral devices. The progress of technology has just now enabled AMD to integrate the memory controller functionality in the processor itself. This integration will enable the reduction of memory access latency by half, which in turn will improve application performance by as much as 20%. From a consumer perspective, the resulting increase in system price/performance will be substantial."

microsoft.com (par #28)

Notwithstanding that IMHO Netscape s*cks, it is hard to imagine what vendor is being disintermediated by an integrated memory controller the way Netscape was by Internet Explorer

d