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.

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

To: Tenchusatsu who wrote (56692)	4/28/1999 2:52:00 PM
From: Rob Young	Read Replies (1) \| Respond to of 1575597

Tench, <Rob, maybe we're talking about two totally different things. You're arguing about the cost of a processor; I'm arguing about the cost of an entire server. When I said that "21364 isn't going to be cheap," I mean that Compaq isn't going to be selling that thing for real cheap. The cost to actually make an Alpha is irrelevant; for an analogy, take a look at the huge discrepancy between the cost to make a Xeon and the prices they actually go for.> We are kind of talking past each other. Never mind the 21364. Today the 21264 is both a server and workstation (but not desktop, too expensive). That be the EV6. The EV68 is just a much cheaper and faster (going from about 500-575 MHz topping out around 1100 or so). I have to disagree about the cost of the processor. Generally, it takes a cheap processor to get into a $400 to $3000 system. <And the rest of your post is confusing. The Compaq/Digital slide that you told me to click on really doesn't tell me much, since the slide is rather vague and not meant to show exact release dates.> Well no kidding. No more than you find an Intel roadmap with accurate release dates for processors that are 6 months or more out. Whaddya 'spect? <So let's compare apples-to-apples here. How much do you think the top-of-the-line dual-21264 workstation will sell for by mid-2000, the timeframe of Merced's release? How fast will that 21264 run? And when is 21364 going to be released?> Okay. Top of the line dual-processor 21264 workstation will have EV68's (.18 micron 21264) cranking 800+ MHz and should be shipping Q1 2000. Cost for a dual-processor? $6000-$8000. Unsurprisngly, that cost would drop to around $4500 by June 2000. Uni-processor? $2500-$3000 by June. All speculation on my part. We don't know Slot A MB prices. That is about one of the few pieces missing in the puzzle. 21364 goes volume .. Apr/May 2000. Not by coincidence. Should be doable. My opinion. By the way, a low-cost high performing EV68 is key to Alpha success or lack of it. The EV68 at $400-600 per pop (my opinion) would essentially emasculate a Merced workstation. The WildFire server will put a crimp in the server space (but not nearly as painful as a lot of lather for 64-bit Intel servers, less lather for a workstation that costs more than twice as much as a similar Alpha workstation).