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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (72678)9/21/1999 2:11:00 PM
From: Ali Chen   of 1575981
 
PB, <Do you think customers will go flocking to Micron? Maybe, maybe not.>
Micron clearly stated that their solution
will cost $200-300 less for comparable
performance. Therefore customers will be there.
However, the biggest threat I see is that you
(Intel) may decide tomorrow to drop the entire P-III,
and make CuMine slightly "advanced" so it will not be
compatible with whatever chipset Micron is using.
Instead of "flocking" there could be "flopping"
and "flogging".
Do they have a backup plan? Maybe VIA/Cyrix has
already something in the sleeves? Interesting...

<The article clearly implies that at these processor speeds, the benefits of RAMBUS are suspect.>
And I clearly stated that it is utter nonsense to
assume that faster processor will benefit from
the same memory which is already slow.

<it will be interesting to see how Micron's business does relative to i820 houses. HP and Dell will be a couple of those. GTW too. These are Micron's competitors, are they not?>
Apparently the RAMBUS revolt was not orchestrated
well enough by Intel if the whole houses are jumping
from the ship. There must be something under the water.
Could it be those unmanufacturable requirements for
board tracing? Most likely Dell and other two will
use Intel-made expensive boards. The others who
are left at their own apparently weighted carefully
the price/performance benefits and ... you know
what happen to Micron.

IMHO.

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