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

To: grok who wrote (71039)	9/4/1999 7:37:00 PM
From: Charles R	Respond to of 1573599

KZ, <Are the Via design wins confirmed? Has anyone reported that the Via PC133 chip set actually works with Coppermine? > The answer to the first question is yes. I would be surprised if it does not work with CuMine given that they have won the designs. It is possible that those designs have been won on non-CuMine PIII 533/133 and PIII 600/133 - but I find that a little unlikely. <Does anyone out there have a credible "leak" from an OEM on this?> I got the info from someone I thought was pretty credible but the same guy talked about PC133 on Camino and Intel is denied that at IDF (but Sharky confirms what I have heard from my source). There have been rumors of PC133 not being stable on Camino motherboard and the need to tighten specs but there is whole bunch of spin on that angle from Intel at IDF. I am not 100% sure of how thing will pan-out at this point. <Very interesting! I have received info I believe to be credible that Intel is already receiving volume wafer outs on Coppermine. > You are absolutely right. Intel has a ton of risk-starts (my spin on what I heard) on CuMine at this point. <You say 2MU and 5MU. 5MU for Q4 is pretty high since the entire market must be something like 30MU.> Remember, the numbers I quote are motherboard build estimates based on what component vendors are shipping into Camino for Q3/Q4. I know it is not insignificant but if it is high or not depends on Intel's processor to motherboard lead time. I would speculate that actual CuMine ships to be ~3Mu for Q4 unless the motherboard lead times are super aggressive. <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.> Actually, Rambus may have lucked out in this regard. Unless Intel squeezed out a devious agreement, Rambus will be getting royalites from Camino shipments even if they get shipped with PC100 or PC133. <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?> No typo there. As I said earlier in this post, at one point this quarter Camino was promoted to go with PC133 and at a slightly later point there was talk of motherboard stability issues and possibility of tightening PC133 spec. Now, at IDF, the story is different. Something went wrong during the last couple of months. Whatever the reason, I don't see it as being a favorable one for Intel. Chuck