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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.29+2.2%3:59 PM EST

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To: Bilow who wrote (46295)6/29/2000 2:04:00 AM
From: jim kelley  Read Replies (2) of 93625
 
BILOW,

Re: The Death knell for DDR on the desktop

VIA would not post this kind of information if they had not already made their determination. It completely undermines their DDR campaign but they no longer care.

It looks like DDR is out of the desktop as far as VIA is concerned. This is why the launch date shifted two quarters in a few months.

The next to fall will be AMD. AMD has a license already. They were hiring engineers a few months ago. They will have to go with SDRAM systems until they get their own RDRAM platforms out. Willamette (P4) will dominate until then.

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