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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 233.54-1.8%Nov 7 9:30 AM EST

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To: Charles R who wrote (4088)8/9/2000 11:17:34 AM
From: ScotRead Replies (2) of 275872
 
Chuck,

I expect AMD and Intel to go with built-in Northbridge with DDR controllers for next generation products and I don't think these folks are interested in paying anything to Rambus if they can help it.

Agreed.

<still have Rambus>

Good luck on your remainder. I wimped out and watched from the sidelines on this one.

Here's a story brewing at zdnet (we can't seem to catch a break):

Are Dell's problems a preview of PC industry?
With Dell Computer Corp. (Nasdaq: DELL) expected to report lower-than-expected earnings for the third straight quarter Thursday, some analysts warn that the PC maker may face tough times ahead as the industry grapples with slower PC growth rates and decreasing profit margins. Story to follow. -- Ken Popovich, eWEEK


-Scot
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