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

To: steve harris who wrote (111414)	5/17/2000 9:20:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 1577188

steve, This has all the earmarks of a huge flop. Intel wants memory committments, they want to be paid for *all that is ordered*. That means if Intel say we want 10,000,000 sets on hand for the launch of 5,000,000 chipsets and boards over a 6 month period, then Intel must pay cash for those and eat them no matter what. If they are 128Meg sets they could be $400 each or 4 billion $ on the line. Intel will have to gulp deep and do it or else the memmakers will just make a few....to be on the safe side. It could be a successful launch, I give it a 1/1000 chance of complete sucess. the down side is the other 999, all the way from bad chipsets to bad mobos to bad memhubs....you pick 'em. On the other hand, I am sure they are checking all possible details in great depth...so it just might work. As the girl says, "That'l cost ya extra" Bill

To: steve harris who wrote (111414)	5/17/2000 9:22:00 PM
From: chic_hearne	Respond to of 1577188

Re: Just like Jerry promised to buy back mobos, looks like the DRAM producers want a sure thing from iNteL. steve, I think Jerry did the right thing by backing the mobos, I think we all think he did the right thing. Intel is in a tough position. If they back RDRAM, at what price? With the yield rumors, manufacturers could be demanding $200-500 per 128 MB stick. This is huge money, even for Intel. I'm praying they can work something out. I'd hate for Intel to do the right thing and go with a DDR solution. Lucky for us, we have Otellini, Burns, and Barrett running the show!! chic

To: steve harris who wrote (111414)	5/17/2000 10:06:00 PM
From: 5dave22	Respond to of 1577188

Steve, I liked this part ... "Even Samsung Semiconductor Inc., the major volume supplier of Direct Rambus DRAM to the PC market, conceded that yields of the most desired 800-MHz Rambus version ?are still too low.? Bob Eminian, vice president of marketing at the San Jose company, said Samsung expects to devote up to 20% of its product mix to Direct RDRAM this year, but that only 20% of Rambus chips now shipping are binned out at 800 MHz. ?And that's a factor of yields,? Eminian said." Intel is now hoping there are 48 hours in a day. Dave