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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 238.45+2.8%9:40 AM EST
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To: Jim McMannis who wrote (4221)8/9/2000 11:55:30 PM
From: Paul EngelRead Replies (3) of 275872
 
Re: "Intel should consider "execution" out the door for whomever put that Rambus roadmap into play."

Putting it into play wasn't the problem - that was a 1996/1997 decision.

Having NO BACKUP plan was the REAL problem - as well as sticking with RAMBUS for over 1 1/2 years beyond the point where RAMBUS benefits were difficult - if not impossible - to demonstrate - was the second problem.

However, Intel seems to have seen the error of its ways - the i815E looks like a life saver.

Now, if Intel can get SDRAM - and DDR SDRAM support for the Pentium 4 within 9 months, they will be on a fast track to recovery.

Paul
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