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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (67180)8/1/1999 9:03:00 AM
From: Dan3  Read Replies (2) of 1573683
 
Paul: Re: Your BLAST at Intel's legal situation vis-a-vis VIA just took a right turn

Sorry if the rambus issue seemed off the point, but it's what got me interested in the whole INTC / AMD story in the first place. I wouldn't expect AMD to maintain a clock for clock performance lead for long (if they attain one at all). But Rambus seems to have been something of a disappointment so far and if all current design efforts at INTC are based upon the expectation that Rambus will be the main available memory technology for the next several years, INTC could be forced to make minor to major changes in chipsets, motherboards,and processors. This would impact (not crush - impact) many aspects of the most profitable part of their business. I brought it up in the VIA discussion because it's the behavior of these two companies over the PC133 issue that leads me to think that there may be (may be - not is) a serious problem for INTC due to rambus right now.

I continue to be stunned by Intel's filing against VIA in this regulatory environment and more amazed that VIA would treat Intel as a company that it could infuriate and ignore. I've speculated that it's because rambus has failed - and joined this list in the hopes that some of the members of this list, who have been following these companies from an investor's perspective far longer than I have, could either support that guess or provide a better one.

Dan
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