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

To: Pravin Kamdar who wrote (89700)	1/26/2000 11:33:00 AM
From: Scot	Read Replies (3) \| Respond to of 1571775

Pravin, RE: RAmbus yields....amazing if true. Did you see this from the Register: theregister.co.uk Intel cancels Pentium III supplies for February Intel has told distributors across the world that it cannot supply Pentium III parts in February. One major European distributor told The Register today that it was told that its February backlog allocation of Pentium IIIs is no more. That represents nearly 15,000 parts that the distributor will not be able to supply, because of Intel's move. Each part would have been worth $150 each to its bottom line. It also begs questions about Intel's public position on Slot One microprocessors and the flip chip parts the company is attempting to push into the market. The distributor said that AMD's backlog on Athlon parts was still intact and that it had no problems meeting demand from its dealers. The European position was backed up by an American distributor who said his February backlog was cancelled too. He thought that the Pentium III parts were being diverted directly to vendors in the Chip Direct programme. © -Scot

To: Pravin Kamdar who wrote (89700)	1/26/2000 11:41:00 AM
From: kash johal	Respond to of 1571775

Pravin, Re:"rambus dead" They may well be for yr 2000. Clearly the pushed the specs to the speed limit for negligible system level gain. once they move RDRAMs to the next geometry level 0.15-0.18 then yields should be excellent. - Some time mid 2001 by my reckoning. The power consumption will decline as well - so they might actually hit their agressive targets. This may be too late for everyone of course as DDR should be firmly established by mid 2001. I can still see a market for the technology - but nothing meaningfull till next year at earliest. The good news is that Intels management is still betting Timna and willamette on RDRAM for y2k. This is very bullish for AMD IMHO. regards, Kash