Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mishedlo who wrote (42389)	5/16/2000 9:52:00 PM
From: Eric K.	Respond to of 93625

It's okay mishedlo-- four months from now all your fears will be answered.

To: mishedlo who wrote (42389)	5/16/2000 10:18:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Misheldo, The AMDroids are very worried about Willamette + RDRAM. They do not have anything to match it in performance. DDR is their only hope for their new processors. Several companies have been vying with chipsets for AMD new processors for servers and desktops. Some of these use DDR and some use SDRAM. None of them use RDRAM. If production volume shifts in favor of RDRAM soon enough the price will drop and at some point the cost of RDRAM could come in less than SDRAM. There has been a lot of concern over Via screwing AMD. Another company dropped its server chipset to go into another market. This left AMD high and dry. AMD appears to have a chipset called the 760 (probably desktop).ACER has a proto chipset too. We do not know much about it. So there is still lots of uncertainty about AMD product launch and also whether the product will be competitive. There is supposed to be a show in Taiwan in June where these things will be shown. AMD is at the end of the supply line if it wants to get RDRAM in the next 6 months. Hence, they have to go with DDR or SDRAM. RDRAM will be competing with the other memory for the production lines. There is a lot at stake for AMD and part of the war is the propaganda campaign which is directed at RAMBUS. A small company with a crucial product for INTEL. :)