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

To: grok who wrote (60316)	6/2/1999 3:48:00 PM
From: kapkan4u	Read Replies (1) \| Respond to of 1571169

<KZNerd - re: I think that the big, sudden change will be causing Intel some heart burn in Q3 since drdrams won't be in enough volume at low prices.> I wouldn't be surprised if there is a secret all out effort at Intel to develop an SDRAM alternative to the Camino chipset. Kap.

To: grok who wrote (60316)	6/2/1999 3:50:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1571169

KZNerd, Re: "Of course as frequencies move to 1 GHz and beyond and AGP demands more and more bandwidth the needs increase. The real issue is revolutionary vs evolutionary. Do you make a big, sudden change and get maybe more than you need in the beginning at higher cost or do you make smoother steps to 100, 133, ddr, ddr2 and deliver just what is needed when it is needed. I think that the big, sudden change will be causing Intel some heart burn in Q3 since drdrams won't be in enough volume at low prices." Intels actions make no sense with them going whole hog on RDRAM and even their biggest supporters are somewhat mystified. Q3/Q4 this year are very critical to everybody. AMD has the K7 to come out as well as the 0.18/Cu transition. Intel has the Coppermine with the integrated cache that seems like a pretty elegant, small die, low cost high performance chip. Why they wish to saddle this CPU with RDRAM that will add several hundred dollars to the PC cost is insane. If they were doing this with Xeons, this would make much more sense IMHO. And then fed the high end technlology downwards to the desktops as volumes,costs decrease. But I had heard that the RDRAM wasn't scheduled for the Xeons where multiple CPU's almost assuredly do exercise the memory bandwidth or even Merced for a while!!! Normally it is AMD that bets its future on several brand new technologies and praying for everything to go right. Intel usually has the forethought to go with several option. This RDRAM thing really mystifies me. Regards, Kash