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

To: Charles R who wrote (72898)	9/24/1999 12:45:00 AM
From: Mani1	Respond to of 1571333

Charles re <<http://yahoo.cnet.com/news/0-1003-200-123024.html>> Holy cow! Is this as big deal as it sounds? If this came out after the market close, I am glad I am not long RMBS, or even INTC to a lesser extent. Mani

To: Charles R who wrote (72898)	9/24/1999 12:45:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1571333

Charles - RE: Cnet article. Thanks for the article. First I'd heard of this. PB

To: Charles R who wrote (72898)	9/24/1999 1:24:00 AM
From: Petz	Read Replies (1) \| Respond to of 1571333

WOW - 100,000 to 1,000,000 Camino chipset computers already built have to be rebuilt! Data may get lost going from CPU to memory? But some mfgr will ship the computers anyway! The fact that Intel is saying the only solution is reducing the RIMM slots to two indicates that IT IS NOT FIXABLE BY REPLACING THE CAMINO CHIPSET. Otherwise, it would surely be cheaper to do that! Petz

To: Charles R who wrote (72898)	9/24/1999 2:40:00 AM
From: kapkan4u	Read Replies (1) \| Respond to of 1571333

Chuck, Intel's Q4 just went in the toilet. Tomorrow all technology stocks will get hit hard especially Dell and INTC. Kap

To: Charles R who wrote (72898)	9/24/1999 3:02:00 AM
From: Cirruslvr	Read Replies (2) \| Respond to of 1571333

Chuck - RE: "check this out!" Oh SHT! Talk about a MAJOR screw up! And they didn't notice it until AFTER the machines were built and ready to be shipped? What kind of morons does Intel think OEMs are? First they indirectly force RamBUST on them ("'You will do this if you want to be our friend,' and they did.") Second they DELAY* Camino Third they DELAY* Cuontimemine Fourth they ship a FKED up platform Fifth they force OEMs to rebuild their current systems or ship a computer that doesn't even run properly! Who is in charge of this fiasco? One would think Jerry Sanders, but Jerry is in his room laughing his head off like I was when I started reading the article. To tell you the truth, I was laughing so hard I had to stop reading! On a more serious note, I feel for RamBUST investors. They have invested in supposedly good technology, but Intel has to screw things up for them. Oh well, most RamBUST investors are looking at 2001 anyways. And when the market opens tomorrow, Intel is gonna take a hit and it may bring down the tech sector after an already brutal day. Who thinks Micron is one of the smartest OEMs now? (Via's chipset and PC133 RAM) Intel better bet those 650 and 700 and 750MHz processors outta the fab quick because according to that article, it ain't gonna be pretty!

To: Charles R who wrote (72898)	9/24/1999 6:58:00 AM
From: ajbrenner	Read Replies (1) \| Respond to of 1571333

Ouch-Re:When you come down to it, I guess they just pushed too hard," Glaskowsky said. Why's that? Someone breathing down their neck? ajb

To: Charles R who wrote (72898)	9/24/1999 9:22:00 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 1571333

Charles, Re Rambus defects. the comment: Perhaps more important for consumers, sources say Intel's interim solution also limits Rambus machines to 512MB of memory, half the capacity of conventional systems. Very few consumer systems go as high as 512M,so that limit will not impinge most people. There must be some electrical flaw with that third set of traces hanging out there getting bounce back signals etc. Obviously they have not been able to fix this with a termination in that third slot. Possibly an active termination?, but they would have tried that too by now and it will not work. Can they rework the mobos by cutting back the traces to remove the third rambus slot? they may be embedded traces with conductive planes on either side, they may have isolation strips between them?, so that would be a hard and crude fix if possible at all. There is no joy in Gatewayville, mighty Intel has struck out........there goes Gateway's Q4 as they will be way back of hind tit...near the root of the tail as far as AMD is concerned. Where will Intel's liability lie here? What burden will they bear of this?, financial as well as blamelaying. Will there be lawsuits...yes there are always lawsuits. Bill