Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (33444)	10/20/2000 10:01:40 PM
From: Seldom_Blue	Read Replies (1) of 54805

RE RMBS Your write up has concentrated on the relationship between RMBS and INTC. I have not heard anything, from you or anyone else, about AMD and its roadmaps. What will AMD use down the road? They are currently using SDRAM, and I have not heard of any projections that they will use RDRAM. If that is the case, INTC maybe really shooting themselves in the foot. Not only their chips are slower and more expensive than AMD's, they also use more expensive memory (once they get to P4s). This could cause them to lose a large share of the PC/workstation market. Since they already complain about Rambus collecting toll money from memory manufacturers, they see the memory price as a negative for their own plans. Anyone knows for sure about AMD's plans? Seldom Blue

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