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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: jim kelley who wrote (40754)	4/25/2000 3:03:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

Jim, actually Scumbria has a good point. In the short term, I don't see what can really compete against Thunderbird w/ DDR, if Thunderbird can be paired up with DDR before Willamette is released. (The first versions of T-Bird will be on PC100 and/or PC133 SDRAM.) Then even when Willamette is released, it will be targeted toward the workstation market, where prices and profit margins are higher. AMD can then move T-Bird/DDR down to the performance mainstream, a market segment that may find Willamette a little too much for their tastes. What Scumbria and the rest of the AMDroids should be concerned about is Northwood, the Willamette shrink, not to mention the very good chance that RDRAM will be much cheaper in 2001. AMD will not have any good response to Northwood at that time, both in terms of performance and in terms of price/performance. (And unless AMD pulls a rabbit out of its hat, neither will Sledgehammer be able to compete against Northwood.) Tenchusatsu