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

To: Charles R who wrote (71024)	9/4/1999 3:49:00 PM
From: grok	Read Replies (1) \| Respond to of 1573504

RE: <We are waiting for answers on that one but as a point of referance VIA and RCC are winning PC133 design wins against rumored Camino/PC133.> Are the Via design wins confirmed? Has anyone reported that the Via PC133 chip set actually works with Coppermine? I'm not contradicting you but I'm really wondering if Via is ready to ship and if OEMs have validated that their products work with it. There's a huge amount riding on this so I'd like to be sure. Does anyone out there have a credible "leak" from an OEM on this? RE: <Intel is not likely to ship a lot of CuMines in Q4 because of logistics. Right now, Intel is going flat out (units wise) to make Q3/Q4. If they build too many CuMine and can't ship them out for whatever reason, they are hosed. So, I am sure most of the builds for Q3/Q4 are PIIIs (500-600 MHz). I have points of reference that traingulate CuMines to about 2 Mu for Q3 and 5Mu for Q4(ex:I have a good feel for other components being sold to Intel for Camino motherboards. Mind you - these are motherboard build plans - not ship plans. And motherboard ships precede CPU ships)> Very interesting! I have received info I believe to be credible that Intel is already receiving volume wafer outs on Coppermine. Yes, they're hosed if they can't ship but I tend to the opinion that they're building them anyway so they gotta figure a way to ship them. But I don't have any numbers. You say 2MU and 5MU. 5MU for Q4 is pretty high since the entire market must be something like 30MU. RE: <To the best of my knowledge only Dell is endorsing RDRAM for Q4 - I would be surprised if they ship too many in any case.> I guess that would be a big come down for Rambus expectation and result in them not meetings EPS for the March quarter. I'm real nervous as a rmbs long. RE: <What are they telling OEMs behind closed doors? Until a few weeks back it was Camino with PC133. I do not know the position du jour.> Huh? Is there a typo here? Weren't they telling the public that there wouldn't be support for PC133 up until IDF? And if no typo then does that mean with MTH supporting PC133? In any case, thanks for the reply, KZNerd