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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 93.16-2.2%10:45 AM EST
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To: Tenchusatsu who wrote (49448)8/11/2000 3:32:34 PM
From: jim kelley  Read Replies (1) of 93625
 
Ten

One of my associates has responded to your post as follows:

I know you are a server person. The article is not about servers.

The principal thrust of the article is to state that Intel has left a significant opening in the 1K to 2k desktop market segment for DDR on the desktop from Q4 of this year to Q3 of next year. It also asserts that this is an opportunity for AMD.

The roadmap is misleading because because it leaves out the PIII coppermines that have shown themselves to be capable of beating the new Athlons. These PIII processors will fill the gap between 1K and 2K quite nicely. The roadmap also indicates that the 815 proceesor stops at the end of 2000 when it just got introduced. This does not make any sense.

Curiously, he also leaves off the Timna processor which can severely damage AMD in the Duron class machines by stating that its future is "unclear."

This report appears a single client market research project which got leaked to the press.

The roadmap also assumes that DDR on the desktop is available in Q4 and this is more "unclear" than Timna.
Most people believe that DDR for the desktop will slip well into the middle or end of 2001. By that time it may well be too late for DDR on the desktop.

JK
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