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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (124733)9/25/2000 1:56:40 PM
From: chic_hearne  Read Replies (2) of 1574690
 
RE: P4

Ted,

The biggest problem for Intel and the Pentium 4 launch does not even come from Intel itself, but from the Dramurai.

As you know, there will not be a non-Rambus chipset for P4 until late next year at the earliest. This means for the next year the P4 depends on DRDRAM supplies far more than anything else, which Intel cannot control.

The Dramurai have chosen to not ramp DRDRAM. This makes the all discussion of "volume" P4 a moot point until there is a non-Rambus chipset.

I'd say there is a .1% chance of seeing volume P4 anytime in the next 9 months. By volume, I mean anything over 5% of chips sold. There simply won't be enough DRDRAM to support anymore than a few percent of the market.

chic
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