Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Charles R who wrote (94346)	2/20/2000 1:37:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1573537

Charles, re:"By the way, my understanding is that all the RDRAM related chipset stuff - PIII and Wilamette - comes from the same group. So, Intel will probably get a lot of the RDRAM related things nailed down by the time Wilamette motherboards ship." I don't think so. I think our friend Otellini has comitted another boo-boo. Rambus will be fine once they move everything to 0.13-0.15. At that point power comes way down and yields at 800Mhz will be close to 100%. I think we are 1-2 years away from DRAM folks being at 0.13-0.15 micron. Most DRAMS are made on 0.22-0.25 micron right now i believe with modest amount of 0.18 production. Expecting RIMMS to be 20-30% more that pc133 sdram by year end is NOT going to happen IMHO. At some point Samsung and the rimm folks like kingston are gonna want to make a profit and that seems unlikely with current yields. So the pressure may be on to increase OEM prices. Regards, Kash