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

To: kash johal who wrote (94721)	2/23/2000 12:18:00 AM
From: Paul Engel	Read Replies (3) \| Respond to of 1575422

Kash - re: "Now they are investing in infineon to produce RDRAM:Intel takes Infineon stake for Rambus Intel invested $500,000,000 in Micron in 1998 - when Micron was in a financial crunch and dearly needed the money to remain financially stable - also to promote DRDRAM. As soon as Micron got the money, they turned around and stuck it up Intel's backside - bashing DRDRAM at every turn, and heavily promoting DDR SDRAM - even generating their own DDR Chip Set. I hope Intel gets more mileage out of their Infineon investment. Paul

To: kash johal who wrote (94721)	2/23/2000 12:20:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1575422

Kash - RE: "Now they are investing in infineon to produce RDRAM:Intel takes Infineon stake for Rambus" Wow, Intel has pumped so much money into DRAM makers. 500M into Micron, 250M into Infineon, and I think 100M into Samsung - all for DRDRAM. Ahh, the advantages of a big cash reserve...

To: kash johal who wrote (94721)	2/23/2000 12:30:00 AM
From: Charles R	Respond to of 1575422

<Now they are investing in infineon to produce RDRAM> Not totally! Intel is getting some sweetheart pre-IPO Infineon stock.

To: kash johal who wrote (94721)	2/23/2000 12:39:00 AM
From: Joe NYC	Respond to of 1575422

Paul, prices for standard DRAM memory chips have fallen in recent weeks. With falling SDRAM prices, the ratio between prices of Rambus and SDRAM may be growing, not shrinking. Just from my observation, the prices of 128 MB SDRAM peaked at almost $400, and now they are returning back to $100 to $150 range. Dell's prices of Rambus have dropped to $450 per 128 MB. The prices dropped as well, but are still on the high side, compared to the competition. On some Dell NT workstation, the standard configuration is only 64 MB RDRAM now. Joe