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

To: Petz who wrote (77290)10/27/1999 3:07:00 AM
From: Mani1  Read Replies (2) | Respond to of 1573130
 
John Re <<Long story, but I think the point is, SDRAM will soon be back to $1 a megabyte.>>

Don't count on it. Fab utilization rates are running very high with little expansion coming online within the next 6 months.

Mani



To: Petz who wrote (77290)10/27/1999 6:51:00 AM
From: Bill Jackson  Respond to of 1573130
 
Petz, Memory is dropping back. It is strange this Rambus thing will soon make other memory cheaper as Rambus is 4 times as much? Rambus will fall, but not by as much and the early adopters will bear the brunt of the pain. One fine day, if Rambus works, then AMD will use it too.
The bog guys cannot compete in Toronto either. They sell to the uninformed and those who are the bigs guys prey.

Bill


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