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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: kapkan4u who wrote (61203)	6/9/1999 11:29:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1572677

Kap, "Can anybody tell (if you know) or speculate (if you don't) how could Intel subject themselves to this incredible risk?" Isn't the PC100 hedge sufficient for Intel? I fail to understand the risk that you and Kash talk about. What does PC133 buy over PC100 at the system level (looking for some estimates) and how would that change the positioning of PIII/CuMine? Can you elaborate? Thanks, Chuck

To: kapkan4u who wrote (61203)	6/10/1999 2:38:00 PM
From: grok	Respond to of 1572677

RE: <Can anybody tell (if you know) or speculate (if you don't) how could Intel subject themselves to this incredible risk? They are now totally dependent on a new, unproven and proprietary technology, without having a direct manufacturing control over it? I am talking about RDRAM of course. Kap.> I sure can't explain it. This is one of the great mysteries of our time. With all their resources why didn't they cover themselves with support for PC133? (Actually, maybe they have but don't want to admit it.)