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

To: Goutam who wrote (71170)	9/6/1999 5:08:00 PM
From: Bill Jackson	Respond to of 1576124

Goutama, You are correct, $80-$100 Million is chump change for Intel and is not the driving force. Intel is in at the low royalty end of the rambus scheme. If and when it succeeds it will impose a permanent far larger penalty on AMD in terms of royalty and lead time in design implementation. Intel is trying to get a road not travelled by AMD where it can extract the maximum from all buyers. This failure on the part of Rambus to work gives competing memory mechanisms a chance to evolve to the point where they outflank Rambus totally. Intel was nearly blindsided by the Rambus failure and got into 133 late in the game as we can see. They are trying pressure on via to stop chipsets that AMD can use from being made. Via will thumb nose at this as such an attemot to do this will get fast action by the DOJ(if such fast action is possible?) in any event AMD is preparing for this with their own fast 133 chip set as an escape hatch. There will be at least a 2 years speed lead by AMD as they reveal faster and faster Athlons to stay ahead of Intel. From what I read the Athlongs run fine at 750 alread so all that is needed is a label change to reach 750. Die shrink and copper process shoudl allow this to go to 1500 or even faster over the next 24 months. Will memory keep pace? Faster on chisp cache is doable, as to main memory this throttleneck will hit both AMD and Intel as Rambus craters. Bil