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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (111531)	5/19/2000 1:00:00 AM
From: Charles R	Read Replies (1) of 1572507

<Intel is not the force it used to be.> Yup! This gotto be the clearest sign that Intel is no longer the "gorilla" it used to be. <http://www.semibiznews.com/story/OEG20000518S0006DRAM Companies tell Intel they need binding orders before committing to Rambus> Intel asking the memory guys to build inventories on a speculative Wilamette ramp and that too at a discount to market in what could be the biggest semiconductor boom of the last two decades is insane. And, in anticipation of ramping a high risk technology, these guys drove Micron straight into AMD's hands. I wonder if Intel over estimated its power or in a state of panic or just thought the OEMS and DRAM guys are stupid. Whatever it is, it is not a good sign for Wilamette ramp. Just think of it, Intel may be willing to do risk starts on Wilamette but OEMs are not ready to Pony up money for the risk volumes Intel has in mind for Wilamette. DRAM guys seem to be asking Intel to pay for what OEMs are not willing to pay for! One has to wonder what Intel's management is thinking.

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