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

To: Goutam who wrote (79341)	11/11/1999 9:40:00 AM
From: Goutam	Respond to of 1572505

An article about VIA - not a very interesting one other than its title, but here it is anyway - INTERVIEW-Taiwan's VIA game for Intel challenge biz.yahoo.com Goutama 6:36 Pacific: AMD at $23 1/8 Volume: 779,000

To: Goutam who wrote (79341)	11/11/1999 1:43:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1572505

Goutama, <If AMD comes out first with DDR support, do you see any competitive advantages in it for AMD?> I think either RDRAM or DDR SDRAM will give a very nice competitive advantage to AMD. Right now, they have to move away from PC100, since that 200 MHz P2P bus is not being utilized to its fullest. I don't think it really matters whether Athlon is paired up with DDR before Pentium III is. <What's your impression on chances of DDR becoming a viable alternative to DRD?> I think DDR's acceptance into the market is pretty much a given now. Whether people will forsake RDRAM and go with DDR is another question. Though the anti-Rambus coalition would love to see that happen, I think instead a sort of VHS vs. Beta war will begin to develop, and the winners won't be resolved until the next generation of memory technologies (DDR-II vs. whatever Rambus is cooking up) is introduced. Tenchusatsu