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


To: kash johal who wrote (94349)2/20/2000 1:39:00 PM
From: greg nus  Read Replies (1) | Respond to of 1573630
 
Ams steals the show from intel. dailynews.yahoo.com



To: kash johal who wrote (94349)2/20/2000 2:21:00 PM
From: Charles R  Respond to of 1573630
 
Kash,

<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.>

I am with you on the pricing aspect. I think Timna backing out of RDRAM ensures that the costs will not come down this year for RDRAM. When I ws talking about things being nailed down, I was talking about the technology aspect.

Chuck