Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Petz who wrote (71880)	9/14/1999 2:29:00 AM
From: Joe NYC	Respond to of 1573230

Petz, confirmation that Camino DOES NOT support any SDRAM except through a "translation device" (read: slow, expensive) This could be Intel's the answer to SDRAM vs. Rambus performance question: Stop making chipset (BX) that performs better with SDRAM. In a few months, the press will forget these details, and declare Rambus to be faster. The only thing that can screw up this scenario for Intel is if Via and the rest of the Taiwanese sell a lot of chipsets that support SDRAM and are faster than Camino. Joe

To: Petz who wrote (71880)	9/14/1999 12:31:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1573230

Petz, <All, I suspect Intel's late drop is from the news of DELL showing poor RAMBUS results, confirmation from the first review of Intel's most expensive Camino chipset motherboard, confirmation that Camino DOES NOT support any SDRAM except through a "translation device" (read: slow, expensive) and, finally, the endorsement of an Athlon system by Computer Reseller News.> IMHO, there was a much more highly publicized event that occurred yesterday that could have been responsible for the drop - Another round of price cuts. Paul's favorite site, www.pricewatchit.com , shows continued fall of prices for 550/600 speed grades. Also, note ebnews.com "A company spokesman cited continued manufacturing improvements as the reason behind the Pentium III price cuts, and said the reductions were necessary to secure wins during the lucrative holiday period. " This is the first time that I recollect Intel spokesman saying they are doing price cuts to get design wins. This gotto shake up a few of the die-hard INTC longs. Chuck