| To: Duncan Baird who wrote (0) | 5/6/2000 12:09:00 AM |
| From: survivin | Read Replies (2) of 584188 |
| |
couple of important articles
Hachman over at EBN put out two stories loaded with info. Looks like a complete switchover to willy at the mid and high ends, seems like it could affect earnings. PIIIs fighting w/celerons for the value space? Hmm, Spitfire, TBird and Mustang must be great!! (funny how these stories always seem to come out on fridays after the markets are closed) Second article could have serious implications for Rmbs holders.
Intel's Willamette MPU to infiltrate midrange PC market
"In a significant product realignment, Intel Corp.'s upcoming Willamette microprocessor will now serve both the high-end and midrange PC-market segments, following the cancellation of a program that was to have cast the Pentium III chip in the midtier role, EBN has learned.
The Willamette, which Intel has described as its highest-performing desktop processor and a showcase for high-speed, 800-MHz Direct Rambus DRAM, is now being assigned the dual task of capturing top-end and mid-range market share from the Thunderbird and Spitfire processors -- the next-generation derivatives of Advanced Micro Devices Inc.'s Athlon chip, according to sources familiar with Intel's product plans.
http://www.ebns.com/story/OEG20000505S0066
Rambus availability, yields could dictate Intel chip performance
"But for Intel, the clock is ticking. First samples of the Tehama Memory Controller Hub are slated to ship to OEMs in late June or early July, about two weeks before samples of the 1.4-GHz Willamette microprocessors are expected, sources said. A formal launch is slated for September or early October.
As the introduction date nears, however, Intel's customers are engaging in a quiet but intense discussion over the rumored existence of an enhanced memory translator hub (MTH+). While they disagree whether Intel has committed to the option, several customers close to Intel's product-development efforts say the company is seriously considering a plan to field in the second half of this year an MTH+ to support PC133 memory as an adjunct to the Willamette platform."
http://www.ebns.com/story/OEG20000505S0065 |
