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

To: Bilow who wrote (107788)	4/25/2000 1:26:00 PM
From: Jim McMannis	Respond to of 1573027

RE:"It probably will take them about 2 years to get silicon optimized for DDR, given that they've been ignoring it up till this past summer, and have pushed the desktop guys towards RDRAM only. But their server stuff will support DDR fairly soon. All in all, like Scumbria said, bullish for AMD." I can see why Rambus (with Intel?) is suing Hitachi over DDR now. They are desperate. Two years you say? Then Intel is in trouble if AMD can ramp. At the very least they want to stall the implimentation of DDR to give Rambus more time. What I want to know is who took Intel down this RAMBUS road and was Intel aware of the high cost of RAMBUS and unspectacular performance vs DDR? Hard for me to believe that Intels greed closed their eyes to the reality of it all... Jim

To: Bilow who wrote (107788)	4/25/2000 2:39:00 PM
From: tejek	Respond to of 1573027

It probably will take them about 2 years to get silicon optimized for DDR, given that they've been ignoring it up till this past summer, and have pushed the desktop guys towards RDRAM only. But their server stuff will support DDR fairly soon. All in all, like Scumbria said, bullish for AMD. -- Carl, I find it hard to believe that Intel is that a sleep at the wheel. Is it not possible they purposely are not turning to DDR very quickly in an effort to get everyone to buy into RDRAM? ted