Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: jim kelley who wrote (110938)	5/15/2000 12:09:00 PM
From: 5dave22	Read Replies (1) of 1578489

Jim Kelley, from the article <As the current industry leader, Intel is taking a risk in supporting RDRAM. They are betting on the fact that there is a clear need for a higher bandwidth memory solution and that RDRAM seems to be that very solution. If it turns out that RDRAM is the solution we've all been waiting for, then don't be surprised if you see AMD supporting RDRAM shortly thereafter, but at the same time, since Intel is the one putting themselves on the line here, if RDRAM isn't all that it's cracked up to be, AMD can just sit back and say "we told you so" without losing face.> Just as long lost Paul used to point out the fact that Intel can sit back and let AMD work out all of the Cu pitfalls, AMD can do the same with RMBS/Intel. As far as you saying that "AMDroids" fear Rambus, I doubt it. Personally I want to see INTC fail with Rambus in the short term so I can realize some income sooner, but it is NO WAY a threat to my AMD investment. I might hedge my AMD bet and buy a small allotment of RMBS stock. Seems like a good strategy, eh?! Dave

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