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

To: Goutam who wrote (109550)	5/6/2000 2:39:00 AM
From: Charles R	Respond to of 1575424

Goutama, <Am I correct in assuming here that Micron's decision to support Athlons has some thing to do with Hotrail bailing out of Athlon server chipset business?> The key here is Micron is seeing big potential for DDR chips based on Athlon designs from their customer base. Now, did Hotrail getting out significantly improve Micron potential? I doubt it but who knows? Clearly Micron is seeing big numbers here otherwise they wouldn't be committing to this new business. Chuck

To: Goutam who wrote (109550)	5/6/2000 10:43:00 AM
From: Dan3	Respond to of 1575424

Re: Am I correct in assuming here that Micron's decision to support Athlons has some thing to do with Hotrail bailing?... That makes a lot of sense and if it's the case, then Micron is probably going to try to push it's multiprocessor solution fast and hard. Regards, Dan

To: Goutam who wrote (109550)	5/6/2000 11:27:00 AM
From: Steve Porter	Respond to of 1575424

Goutama, No. Only the timing of the announcement has to deal with Hotrail bailing out. Read the press release again. Steve

To: Goutam who wrote (109550)	5/6/2000 12:48:00 PM
From: milo_morai	Respond to of 1575424

Charles, Dan, Mani, Goutama YOUR WELCOME!!! 200 here we come!!! Milo

To: Goutam who wrote (109550)	5/7/2000 12:38:00 AM
From: Joe NYC	Read Replies (2) \| Respond to of 1575424

Goutama, Am I correct in assuming here that Micron's decision to support Athlons has some thing to do with Hotrail bailing out of Athlon server chipset business? My guess is that some work went into the Athlon support well before HotRail story broke. I don't think Micron (which now is a very big player in DRAM) takes it lightly to be jerked around by Intel and Rambus. If RMBS/INTC strategy succeeds, all the DRAM makers are at the mercy of RMBS/INTC. Therefore the money invested in DDR chipset maybe only a drop in the bucket compared to a complete loss of independence. And now, what looked like a loss leader has a chance to become a money maker. Just one word of caution, the work on Athlon Samurai may indeed be "fast and furious" but it is still way behind Piii/Samurai. Otherwise, I think the Athlon Samurai would have been demonstrated at WinHec along with Piii Samurai. Joe