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Politics : Formerly About Advanced Micro Devices

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To: steve harris who wrote (111414)5/17/2000 9:20:00 PM
From: Bill Jackson  Read Replies (1) of 1577025
 
steve, This has all the earmarks of a huge flop. Intel wants memory committments, they want to be paid for all that is ordered. That means if Intel say we want 10,000,000 sets on hand for the launch of 5,000,000 chipsets and boards over a 6 month period, then Intel must pay cash for those and eat them no matter what. If they are 128Meg sets they could be $400 each or 4 billion $ on the line. Intel will have to gulp deep and do it or else the memmakers will just make a few....to be on the safe side.
It could be a successful launch, I give it a 1/1000 chance of complete sucess.
the down side is the other 999, all the way from bad chipsets to bad mobos to bad memhubs....you pick 'em.

On the other hand, I am sure they are checking all possible details in great depth...so it just might work. As the girl says, "That'l cost ya extra"

Bill
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