Recent content by wolf2

  1. W

    AMD: Beyond R600

    Laying out a graphics part using semi-custom design rules is a whole different ball-game then a CPU in full-custom.
  2. W

    AMD: Beyond R600

    You must think like a CEO. He has shareholders to satisfy and a Board of Dir. Income with skinny margin is only justified if it leads to income with fat margins. AMD must find the strategy that does that. - Can high-end discreet ever bring AMD fat margins? No AMD is a generation behind. -...
  3. W

    AMD: Beyond R600

    Yes....AMD is in a world of hurt. Why throw money at development in a discreet market that they can't make money in? AMD/ATI is close to a full generation behind in discreet graphics. Nvidia has won. AMD may choose to continue their developments, but that will aonly accelerate the ousterr...
  4. W

    AMD: Beyond R600

    I predict that AMD will kill the 700 before it ever sees the light of day and move all development resources to Fusion (integrated) products.
  5. W

    How could eDRAM be included in a PC part: Chime in with your theories

    You forgot about Neomagic in there somewhere ;)
  6. W

    How could eDRAM be included in a PC part: Chime in with your theories

    Just generally in the DRAM market......keep in mind there is COST and then there is PRICE. COST is what it costs to produce. PRICE is what it sells for. The DRAM market being a commodity market means there is very little correlation between COST and PRICE since everything is supply and...
  7. W

    How could eDRAM be included in a PC part: Chime in with your theories

    If EDRAM is used as bulk frame-buffer, you must look at the matrix of benefits and liabilities relative to the existing topologies: Compared to LOW/MID IGP: EDRAM offers better performance and lower power at higher cost. Compared to HIGH-end Discreet: EDRAM offers equal performance with...
  8. W

    How could eDRAM be included in a PC part: Chime in with your theories

    Good topic. I am not as technical as you guys so I have more questions than answers: 1. One thing I never understood were Nvidia's turbocache architectures. Is there some insight that can be gained from that effort as to what they are doing for the notebook market? 2. In Ibm's...
  9. W

    The LAST R600 Rumours & Speculation Thread

    Yes. AMD/ATI see exactly that as their long term strategic plan. Standalone high-end graphics is not.
  10. W

    The LAST R600 Rumours & Speculation Thread

    Yes, good point. I should have said 1st tier OEM launch partner. Board partners are good distributors, but it is the 1st tier OEM launch partner that validates the competitiveness of the part and creates an economic vitality for both ATI/AMD and the board partners. I'll say again what I...
  11. W

    The LAST R600 Rumours & Speculation Thread

    Doesn't sound like you've actually worked in the semi-conductor industry. The negative economics of launching a non-competitive product are huge. - inventory risk - margin pressure - marketing launch costs (PR, evaluation boards, support costs) - product engineering - negative image -...
  12. W

    The LAST R600 Rumours & Speculation Thread

    Has anyone considered the possibility that ATI has no launch partner for their flagship product ? If that speculation was true it it puts things in a little different perspective: That is, the 600 does meets all its intended specs. (clock, performance, yield, power), but the bottom line is...
  13. W

    AMD and nVidia Not Competing Directly

    Yes, I'd agree with you in the context of whether Nvidia and ATI are competing in the handheld space (the original premise of this thread). I raised the question of ATI handheld Imageon HW vs IP design-win trend as a question of ATI's motivation for doing the licensing deal with STM.....a...
  14. W

    AMD and nVidia Not Competing Directly

    I appreciate the link to the 2298/94/2192. That is interesting. As I originally said, I'm not entirely up to speed on ATI's recent activity. So that helps answer part of the question I posed. Factually, of course, I understand that the Qualcomm business uses both HW and IP from ATI. That...
  15. W

    AMD and nVidia Not Competing Directly

    Should have read: Limiting the discussion to handhelds (not console): ............
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