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


To: Elmer who wrote (61880)6/15/1999 4:37:00 PM
From: FJB  Respond to of 1571911
 
Samsung sees scant interest in 600-MHz RDRAMs

KIHEUNG, South Korea -- If Intel Corp. chooses to launch a chip set that supports the 600-MHz initial speed grade of Direct Rambus DRAM, Samsung Electronics Co. Ltd. said its customers will not show much interest. "Our customers are not interested in a 600-MHz Rambus," said Y.W. Lee, president and chief executive of Samsung's semiconductor division.

Because memory makers are getting their highest initial yields of Direct RDRAM in 600-MHz parts, Intel is planning to debut its Camino Intel 820 chip set with support for that speed grade at the end of September, then launch another chip set several weeks later that would support 700- and 800-MHz Rambus chips (see June 11 story). Intel denied the reports, and said it will simultaneously roll out chip sets that support all Rambus speeds grades.

Lee said in an interview at Samsung's chip headquarters here that Samsung's customers only want 700- and 800-MHz Rambus chips. He said a few OEMs might take the lower-performance 600-MHz version if they are the only Rambus chips available, he said, but most are waiting for the higher-speed chips.

Lee expressed doubts about analyst projections stating that 700- and 800-MHz Direct RDRAM types will be production-ready by September. That might be too soon for yields of the higher-speed Direct RDRAMs to reach mass production, Lee said. "By the end of the year, [Direct Rambus] speed may move to 700 MHz and [Samsung's] production will be more than 1 million units," he said.

204.247.196.14



To: Elmer who wrote (61880)6/15/1999 7:57:00 PM
From: Petz  Read Replies (1) | Respond to of 1571911
 
Elmer, just curious, did the short term drop under 17.5 spook you out of your short put position in AMD? I hope not, but covering today at 1/8 to 1/4 would probably have been worth it.

Petz