Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 211.88

+2.8%

10:54 AM EST

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To: kash johal who wrote (153)	7/7/2000 12:33:16 PM
From: Charles R	Read Replies (1) of 275872

Kash, <Intel/VIA settlement could mean that Intel will reduce its chipset volumes to try and meet the 20% rambus requirement for Q3/Q4. Intel gains $4,000,000,000 stock payment if this happens.> I wasn't even thinking about this angle! If this is true, the move to ramp processors instead of chipsets was a masterful stroke by Intel. Intel can always get the chipset market share back with "patented" P4 bus. <This is bad news for AMD imho.> Why? Chuck

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