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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 204.70-2.5%3:59 PM EST
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To: Charles R who wrote (28238)2/13/2001 9:57:52 AM
From: eplaceRead Replies (3) of 275872
 
Charles RCan you guys think of any company that can benefit from this rapid DRAM generational transition (from 64 to 128Mb)?

Not only do I think this is on topic, but a great idea. Charles, the idea of AMD raising the bar on all AMD high-end computers to 256MB and thus raising Intel's Rambus tax is a great thought. Have you passed this idea on to AMD (not that they'll listen)? If Intel tried to compete with the same amount of memory for their P4 systems they would cost an arm and now a leg.

Ed P.
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