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

To: Process Boy who wrote (72678)	9/21/1999 2:11:00 PM
From: Ali Chen	Respond to of 1575093

PB, <Do you think customers will go flocking to Micron? Maybe, maybe not.> Micron clearly stated that their solution will cost $200-300 less for comparable performance. Therefore customers will be there. However, the biggest threat I see is that you (Intel) may decide tomorrow to drop the entire P-III, and make CuMine slightly "advanced" so it will not be compatible with whatever chipset Micron is using. Instead of "flocking" there could be "flopping" and "flogging". Do they have a backup plan? Maybe VIA/Cyrix has already something in the sleeves? Interesting... <The article clearly implies that at these processor speeds, the benefits of RAMBUS are suspect.> And I clearly stated that it is utter nonsense to assume that faster processor will benefit from the same memory which is already slow. <it will be interesting to see how Micron's business does relative to i820 houses. HP and Dell will be a couple of those. GTW too. These are Micron's competitors, are they not?> Apparently the RAMBUS revolt was not orchestrated well enough by Intel if the whole houses are jumping from the ship. There must be something under the water. Could it be those unmanufacturable requirements for board tracing? Most likely Dell and other two will use Intel-made expensive boards. The others who are left at their own apparently weighted carefully the price/performance benefits and ... you know what happen to Micron. IMHO.

To: Process Boy who wrote (72678)	9/21/1999 8:16:00 PM
From: Dan3	Respond to of 1575093

Re: it will be interesting to see how Micron's business does... Micron was one of the few companies that picked up on EDO when Fast Page Mode was the only memory in general use. They gained market share when micron PCs outperformed the other big direct marketers, Gateway and Dell. Micron is the only PC company that is also a world class memory producer. They know memory and they know PCs. Look at the end of the article, they are using VC DRAM for their new line. Micron substantially increased their market share when they led the move to EDO, they obviously think they will be able to do it again with Virtual Channel. Dan