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Politics : Formerly About Advanced Micro Devices
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To: Mani1 who wrote (72907)9/24/1999 1:32:00 AM
From: Charles R  Read Replies (1) of 1570893
 
Mani,

<Will it heat earnings for INTC, DELL, IBM, HWP, RMBS ...>

RMBS - Yes. INTC - Likely. DELL - Probably. All others - Unlikely.

Dell depends a lot on Intel for R&D and I think fell hook, line, sinker for RDRAM. It has been amply clear for a while that not too many other OEMs are pushing RDRAM.

For Intel, more than anything it is a logistics nightmare. They are probably trying to jackup BX or 810 motherboard output to make up for the Camino problems. Unfortunately, the Taiwan situation doesn't help.

The good news from AMD perspective is that AMD can claim that the competing platform has its own risks and point to a good example. And given that Intel tried to ram this down the OEMs throats, AMDs arguments will fall on somewhat receptive ears.

Chuck

Chuck
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