Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (110216)	5/10/2000 5:22:00 PM
From: Charles R	Read Replies (2) of 1581439

Jim, <Does anyone smell...D E L A Y here? I've been saying Timna is a headache for Intel and now you all know one reason why. Remember any delay of Timna further buries its chances of success as it falls further behing in the MHz race.> All good points! Another potentially BIG one: Looks like some of DRAM guys are sold out for Q2/Q3 and some into Q4. The RDRAM production for Q3/Q4 is probably not that much anyway given its high cost and the planned relatively low volume ramp of all RDRAM systems. Now, Intel needs to procure more RDRAM for as much as a million additional systems. Where are the incremental RDRAM chips going to come from? And what will people have to pay for them. Anyone seeking RDRAM for Q4 could be in a world of hurt. Gee, I wonder who that could be ;-) Chuck

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