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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.72+5.2%Nov 24 3:59 PM EST
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To: Barry Grossman who wrote (41407)5/7/2000 1:14:00 AM
From: Barry Grossman  Read Replies (2) of 93625
 
Thread,

Otellini's statement that "Willamette machines from a wide variety of manufacturers will be in the market in high volumes for the peak selling season in 2000." implies that there WILL BE adequate RDRAM to go along with them.

If Intel believes that the willy intro package is THE product they want on the high end desktop in high volumes for the peak selling season in 2000, then they ought to be completely sure RIGHT NOW about RDRAM availability in 3Q00 & 4Q00.

How does Intel know that there will be enough RDRAM to go along with those HIGH VOLUMES of willys?

If I were Intel, if the OEM's were not ordering RDRAMs for estimated willy 2Q00 production, I'd be be ordering the RDRAM's myself and not waiting for the OEMs.

Could not Intel sell willy, rdram & tehama - the whole shebang - as a package to the OEMs? Didn't Intel do this kind of thing in the past? I recall that they bought dram in the past themselves in order to guarantee availability when they wanted to sell processors. In fact, they were caught with overvalued inventory as the price of dram dropped suddenly and they had to write off a large inventory loss.

I expect that he who has the willy-rdram-tehama pc on the market during the peak selling season in 2000 will wish they had more.

Speaking as a consumer, I would be buying that combo from whoever had it at the lowest price. Probably DELL.

JMHO.

Barry
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