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

To: Charles R who wrote (75467)	10/14/1999 1:12:00 AM
From: Goutam	Read Replies (1) \| Respond to of 1572643

Chuck, A post related to the following was already posted on this thread. This is just another flavor of the same subject ( a very brief report) - AMII accepting AMD DDR standards. AMD DDR embraced by AMII electronicnews.com _____ Oct 13, 1999 --- Advanced Memory International, Inc. (AMII) today threw its support behind AMD's DDR chipset plans. AMD presented the plans last week at MicroDesign Resources' Microprocessor Forum. AMII members are developing products that support both the PC1600 and PC2100 DDR SDRAM standards. These same members are also participating in the platform validation of AMD DDR chipsets. The chipsets are due for release in mid-2000. Cost remains central to DDR SDRAM's attractiveness. The technology can deliver up to 2.1 GB/second in bandwidth while essentially using the same manufacturing technology now used in PC100 and PC133 memory. "For this reason, the initial cost premium of this technology is minimal and will rapidly hit parity with PC100 and PC133 products," said Desi Rhoden, president of AMII. AMD is developing DDR chipsets for the AMD Athlon processor family. Hitachi is sampling 256-Mbit DDR SDRAM devices. Infineon, Micron and Samsung all have DDR SDRAM plans with the latter two already working with AMD. electronicnews.com ___________________ PC2100 DDR, PC1600 DDR, etc., is a new naming convention to reflect the possible peak bandwidth(in MHz) in a 64bit wide mem bus. PC2100DDR, PC1600DDR correspond to old PC266 & PC200 respectively. Goutama

To: Charles R who wrote (75467)	10/14/1999 1:17:00 AM
From: kash johal	Read Replies (1) \| Respond to of 1572643

Charles, Re:"selling flash biz" I had heard rumors a few months ago that this might happen. However it seems to me that they decided to flog the communications biz instead. I think mid 2000 once Dresden is up and fab 25 starts flash transition will be the perfect time to sell or merge it. Sales may well be at $1.5Bn/yr run rate by then and they may well be able to get 1-2x sales or well above my $2bn target. In fact if the stock stays where it is they should push this as a way of raising the stock prices to fair values. I tend to agree that they should focus on the CPU and embedded CPU biz and get out of memory while the going is good - in the middle of a boom cycle. regards, Kash