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Politics : Formerly About Advanced Micro Devices
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To: Cirruslvr who wrote (111678)5/20/2000 6:58:00 PM
From: Charles R  Read Replies (2) of 1572331
 
Cirruslvr,

<But Willy will still have a faster fsb - 400MHz vs. 266MHz.>

The question is when? 2000? 2001? 2002? Quad pumped 100MHz buses are non trivial and Intel lately has gotten into a habit of talking about stuff they can't deliver (at least not in time). I would like to see this shipping before I believe it. I think it is very unlikely that AMD will lag Intel in FSB - at least not for any reasonable length of time. The odds are heavily in AMD's favor here.

<If Intel goes through with this, say bye bye to DRDRAM's chance to get a foothold in the desktop market in 2000 and a good part of 2001, if not the whole year (forever?). Once the DDR momentum gets going in Intel PCs it will tough to stop DDR, even if Intel makes the chipsets.>

Actually, the battle has been lost for a while now. There is nothing that Intel could have done in the last 6 months to change it. The time to win the DRDRAM battle was last year. DRDRAM is now condemned to nichedom for at least the next couple of years (if not for ever).

Chuck

P.S.: In the interest of disclosure, I am RMBS long. I hold a tiny bit of RMBS but the only reason for that is to help me keep track of potential legal issues. If RMBS establishes that no DDR or PC133 technology can ship without RMBS IP, this stock can still go places.
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