Dan, <But yields on Coppermine may not be as good as expected and the Athlon continues to surprise on the upside - leaving Intel with much less room to maneuver (eg. support the poor price/performance alternative of rambus) than usual.>
I think you've been listening too long to the AMD party line, despite signs to the contrary. While I can't explain Coppermine's inavailability on Pricewatch, all my sources tell me that Coppermine yields are EXCELLENT.
As for Athlon, tell me what "upside" surprises it has shown lately. Everyone was expecting AMD to announce a 750 MHz Athlon in response to the 733 MHz Coppermine announcement, but it hasn't happened yet. So much for that "upside surprise."
<all they have left to maintain market share are attempts to block competition through far-fetched lawsuits>
Dan, can you point me to articles which talk about the details of the lawsuit? There seems to be much more to this lawsuit than what the popular press wants to report (i.e. Intel being a big-bad monopoly). I don't buy the notion that Via is as innocent as they are being portrayed, or as Via is portraying themselves to be.
<Intel is rushing a low end PC133 chipset to market in January, a high end PC133 chipset for 1H of next year and a DDR chipset for 2H of next year. Not much discussion of any future chipsets for rambus.>
Dan, from my point-of-view, Intel's long-term future still rests in Rambus. The recently announced PC133 and DDR support may make for great press, but it doesn't eliminate Intel's support of Rambus.
By the way, Dan, I find your reappearance on this thread reassuring. It confirms my prediction that the anti-Rambus FUD is coming back in full-force after retreating and regrouping due to RMBS' recent 25-point run-up. We're likely going to see some dips sooner or later in RMBS stock, true to its roller-coaster form. The trick, of course, is to pick the right bottom to jump on. Maybe by then, even you'd feel compelled to pick up a few shares, no?
Tenchusatsu |
