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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 223.46

+4.3%

3:59 PM EST

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To: Jim McMannis who wrote (9417)	9/20/2000 6:26:03 PM
From: chic_hearne	Read Replies (1) of 275872

Re: chipset maker needs to have already started on it Jim, It takes 18-24 months to design a chipset. If there will be a non-Rambus chipset in one year, wouldn't that mean work started 6-12 months ago? The Dramurai know this and this gives them no reason to buy all that expensive equipment to make DRDRAM. Therefore, I **STRONGLY** believe Intel will not be able to make a high volume release of P4 until there is an alternative memory. chic

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