Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: EricRR who wrote (9910)	9/22/2000 2:28:57 PM
From: Charles R	Read Replies (1) of 275872

<But where would they get all that Rambus? > Word is that there is a decent chunk of oversupply in RDRAMs because people were expecting RDRAMs to take off because of hard P4 launch. Also, there seems to be some inventory overhang because of slow p3-RDRAM ramp. Samsung may just luck out big time if Intel drives p4 hard. <Besides, it would kill the rest of their product line. > What is the alternative, let it be killed by Athlon/AthlonPro? <Intel is just plain screwed. > Has been that way for while, isn't it.

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