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

To: Jim McMannis who wrote (78674)	11/5/1999 12:06:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1574685

Jim - <January...something else might just show up and spoil Intels little "catch up" party... Like I said, Intel is scramblin'...> I'll take this scramblin. K7 only has the consumer market ot play to. I comment AMD for getting the thing out there as much as they have. Intel has a lot more segments and customers to play to. If you believe the CC and ML reports over the last couple of days, THERE IS NO INVENTORY. The things are going somewhere. Where do you think they're going?? Or do you think it's just smoke and mirrors? <VBG> PB

To: Jim McMannis who wrote (78674)	11/5/1999 12:15:00 AM
From: Charles R	Respond to of 1574685

<It seems to rest now on AMDs ability to pump out .18u chips...> And, catchup on the chipset/motherboard infrastructure side....

To: Jim McMannis who wrote (78674)	11/5/1999 12:42:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1574685

Jim, you've been really down on INTC, up on AMD, and now down on RMBS. Meanwhile, INTC and RMBS jumped rather significantly in the past few days, while AMD's run-up sputtered. Furthermore, I've noticed that lately you've been traveling down the same road of AMD insanity as Tom Pabst, and you're not even German (I assume). <Unless RAMBUS gets cheaper real fast, the i820 is going to be asleep for a while after it's launch. When Solano shows up in January, the coppermine will be able to compete better on a cost/performance ratio...> Solano is a proliferation of the 810e, not exactly a paragon of performance. Meanwhile, check out the last paragraph at the bottom of this link: yahoo.cnet.com IBM is expected to release a Rambus-based PC for around $1,300 and a workstation with Rambus memory and the 820 chipset for close to $2,000, according to sources close to the company. Seems like Rambus got cheaper much faster than you thought. Tenchusatsu P.S. - Of course, those PC's probably have PC600 RDRAM as opposed to PC800, so performance isn't going to be hot. But at least it means Rambus is entering into rather low price points, much lower than what the anti-Rambus coalition could have ever imagined.