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.

Technology Stocks : AMD/INTC/RMBS et ALL -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (70)	9/18/1999 2:46:00 PM
From: grok	Read Replies (1) \| Respond to of 271

RE: <I think we are at a time in the industry where it is entirely possible that Intel will not have a CPU at the top one or two speed grades (if not more). If Intel's highend CPU's get introduced at $400 range (that would be very generous if they do not ship the top 1 or 2 speed grades) instead of the customary $600 or $800 range, is there a place for an expensive memory subsystem? > In the near term (rest of this year) I just can't see how AMD can ship enough product to really change anything, except maybe bragging rights. Next year, well, anything can happen by then. Maybe Intel will drop the burden of carrying Rambus on their back.