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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Petz who wrote (25616)11/7/1997 1:07:00 AM
From: Elmer  Respond to of 1588033
 
Petz,
<With $20 SRAM savings and additional mechanical costs eliminated, I can see why Intel wants to eliminate the L2 cache from the module, but its equally clear that the long term low cost solution is on-chip L2 cache as announced by AMD for K6-3D in 2Q '98.>

It seems that both AMD & Intel have the same idea.

crn.com

My question to you is, considering the events of today, who do you
think is more likely to really pull it off?

EP



To: Petz who wrote (25616)11/7/1997 1:26:00 AM
From: LTK007  Respond to of 1588033
 
Since I bought in at 41(due Morgan-Stanley ravings) I now actuallly
hope that AMD goes down to 15 or so I can get a breakeven at about
25 and then decide whether to dump the whole she-bang.Max
P.S.I will re-evaluate at 25.



To: Petz who wrote (25616)11/7/1997 2:08:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 1588033
 
Petz - Re: ".. the long term low cost solution is on-chip L2 cache as
announced by AMD for K6-3D in 2Q '98."

AMD will have lots of company - if they get their "yield" problems sorted out.

Check out this post and see Elmer's as well.

techstocks.com

Unfortunately, making a die bigger by adding anything increases the costs - the more you add the faster the costs go up. How any of this leads to "low cost solutions" is beyond me.

Paul