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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 106.53-1.9%3:59 PM EST

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To: Scumbria who wrote (24078)7/2/1999 12:53:00 AM
From: richard surckla  Read Replies (1) of 93625
 
Scumbria, Some of what I am reading indicates heavy pressure from AMD (I've read some of your posts on the AMD thread). What's your take on the following:

<Athlon is tauted as multi capable, which means an 8 way Athlon 600, with
200MHz FSB and LightWave would be an absolute rage!

Athlon (on paper) does make the PIII "Coppermine" (Socket 370) look a little
insipid, and that's compounded by the fact Intel in their capitalist
shortsighedness (they invested heavily in Rambus Corp) refuses to move to
PC133 SDRAM and will not support it. That leaves us with PC100 SDRAM, PC400
RDRAM, PC600 RDRAM and maybe PC784 RDRAM - problem is that all of those RAMs
are 100MHz.

VIA, ALI and AMD are going have a field day with the 200MHz~400MHz FSB
motherboards for Athlon, using RDRAM and PC100 and PC133 SDRAM.

Finally, if AMD can only get yield up and distribution and pricing right,
they have a chance, for the first time to deliver "power to the people",
rendering power to LightWavers through superior FPU, and give Intel
something of a bashing in the market place until the IA32 "Willamette" CPU
comes out in late 2000, by which time AthlonII will be out using EV7 etc....
this is AMD's *real and only chance* at this and I hope they do it properly.>

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