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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.76-0.5%Nov 14 9:30 AM EST

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To: DRBES who wrote (11484)10/4/2000 8:57:47 PM
From: chic_hearneRead Replies (3) of 275872
 
DARBES and thread,

I'm surprised no one has commented on the Micron CC yet.

About 40 minutes in they were asked what their plans were for Rambus memory.

The answer was that they've qualified a 128 MB part, but don't plan to go into volume production because their customers are not seeing enough demand for DRDRAM.

P4 is DRDRAM only, what does this tell you about how many Intel plans to ship over the next few quarters?

chic
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