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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: AK2004 who wrote (16858)	10/31/2000 12:39:29 AM
From: jim kelley	Read Replies (7) of 275872

You are missing the point. Intel considers RDRAM the best solution for scalability in performance for its P4. The fact that they bet that RDRAM production would hit critical mass sooner and the price would drop faster is the crux of the mistake. The other mistake that Intel made was in trying to retrofit the 820 to handle SDRAM with the MTH. RDRAM is a huge success in the workstation market with the 840. Micron sabotaged Intel. Micron has been behind the anti Rambus campaign. Micron took Intel 500M and gave them no RDRAM. They betrayed Intel. Then Micron claimed in Q1 that they were going to produce RDRAM (and did not produce anything) and Samsung and NEC cut back production leading to a shortage of RDRAM in Q2 for the 820 and the 840 workstations. Now it is pay back time for MU. You have to ask yourself this question: Who in their right mind would buy a DDR Athlon system when they can get a P4 system for less money that runs at a higher clock rate 1.4 to 1,5 GHZ? RDRAM is a proven product while DDR is highly questionable. It is not going to be me! You AMDroids always focus on Intel's alleged failures and ignore its very big successes to justify your position. The 840 has been a very big success in a short amount of time. The P4 chipset is the first chipset that fully exploits RDRAM. I'm wagering that this will be an immensely successful product that will allow RDRAM to achieve critical mass and provide the scalable solution that DDR can not provide. In the meantime, as a Rambus investor, I am pleased to know that RAMBUS is collecting royalties on 22% of the SDRAM and DDR that is being sold now. The court action in Germany should determine the outcome of the Infineon suit in a few more months.

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