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

To: Paul Engel who wrote (94723)	2/23/2000 12:23:00 AM
From: kash johal	Read Replies (1) \| Respond to of 1575523

Paul, re: Infineon This seems like a much smarter deal. Smaller amount of cash and a deal to buy RDRAM capacity. If intel is serious about supporting RDRAM they need to do more of this and subsidize the mfg of RDRAM. As the current economics due to low yields don't make sense. regards, Kash

To: Paul Engel who wrote (94723)	2/23/2000 12:31:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1575523

Paul - RE: "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." And you used to tell me Intel got MU shares at 35 and change as if that made up for the fact that MU hadn't made a big dent in DRDRAM production! Maybe if Intel sells its shares now they can more than recover the cost of dumping all those 3 RIMM i820 motherboards and who knows how much money to motherboard makers, Dell, and everyone else!

To: Paul Engel who wrote (94723)	2/23/2000 1:03:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 1575523

Paul, As soon as Micron got the money, they turned around and stuck it up Intel's backside - bashing DRDRAM at every turn Have you considered a scenario that Micron is right and that their criticism of Rambus has merit? Or just consider this scenario: Suppose Party A came to Intel and offered them a license to manufacture a CPU (for example the Red chip from Russia) for a royalty. Intel would have to from now on standardize on this CPU and not sell their own designs. Assume that Party B (who happens to own Party A) came to Intel, and offered a large sum of money as an "investment" wink-wink, nudge-nudge: sign up and sell out your business for pitiful $0.5B less than cost of a single fab, while the market cap is of (Micron in this case) is $17.4B Joe