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

To: Charles R who wrote (110233)	5/10/2000 5:41:00 PM
From: Joe NYC	Respond to of 1581941

Chuck, Just for clarification, is Intel offering free memory replacement? If that's the case, it may be worth buying an 820 based system with a Gig of SDRAM, get the free replacement, and than sell all but 128MB of RDRAM and the system with 128 MB RDRAM. A gig of RDRAM is worth $4,000. Anyone seeking RDRAM for Q4 could be in a world of hurt. Gee, I wonder who that could be ;-) If Intel is offering a free memory replacement, I think it will have to happen fairly quickly, so it may increase current prices more than Q4. But further increases of RDRAM may cause just about everyone with and RDRAM design under way to just scrap it. Joe

To: Charles R who wrote (110233)	5/10/2000 5:55:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1581941

RE:"Now, Intel needs to procure more RDRAM for as much as a million additional systems. Where are the incremental RDRAM chips going to come from? And what will people have to pay for them." I've thought all along that RAMBUSes best hope was Intel getting into the RDRAM business. Right not it looks like "no" hope. I see either one of two things happening. 1. Intel sticks with RAMBUS....bringing Intel further despair. 2. Intel giving up on RAMBUS and RAMBUS taking just a niche market. Intel takes a hit now but comes back with a decent 133BX DDR chipset. Solano i815 gets them there. Heads roll at Intel either way... Jim