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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (87030)1/13/2000 8:42:00 PM
From: kash johal  Read Replies (1) of 1575899
 
PB,

Re:"2000 predictions"

Well their inability to develop alternate high end alternatives to RDRAM could be the biggest *uck-up of them all.

And before we get the playstation analagy again:

remember Sony is not buying from OEMS they have built a wafer fab specifically to manufacture RDRAM with Toshiba (???). So they are not dependent on market issues so much. In addition most systems will be 64Mb going to 128MB in high end. So a direct analogy doesn't work again.

Intel may well have to buy somebody like MU and force huge RDRAM volumes at modest/no margins to make their silly bet work. If they do this look for some real dislocations in the business.

regards,

Kash
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