Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (5707)	4/22/1998 10:27:00 PM
From: Kenith Lee	Read Replies (1) \| Respond to of 6843

For one though I think Intel is now making their own SRAMs for quality and performance reasons. You alluded to this. Which means they will be getting them at cost, which is probably below NEC's price. Also you know that AMD needs SRAMS on the motherboard for their L2 cache, yes they're cheaper but add in the cost nonetheless. Elmer, Getting at cost from internal production does not guarantee lowest cost. Intel could have save more money by buying flash chips from AMD. Of course that means giving up the market shares to AMD.

To: Elmer who wrote (5707)	4/23/1998 12:57:00 AM
From: Ali Chen	Read Replies (1) \| Respond to of 6843

Elmer, <Intel is now making their own SRAMs for quality and performance reasons. You alluded to this.> Yes, I explicitly "alluded" to the whole 222mm2 special SRAM they are making for Deschutes, as our Paul reported friendly. I also explicitly "alluded" that the cost of silicon area is still the cost no matter what is imprinted on it. Go figure yourself the total cost: 130+222+... <AMD needs SRAMS on the motherboard for their L2 cache> Small correction: OEM designers need SRAMs, not AMD. In the meantime, OEMs managed to sell the S7 boards with 1M of L2 at about HALF the price of PII-LX/BX boards. Go figure cost again... BTW, the new contest is coming: Intel is going to make L2 running at 1X core speed. Probably it will cost a lot more than 1/2X SRAM. How stupid on their part again: they will gain even less than with 100MHz front bus. Much less. He-he.