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

To: Mani1 who wrote (111531)	5/18/2000 4:54:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1572502

WOW! What OEM (other than Dell) would be stupid enough to make non-cancelable orders for DRDRAM with Intel's recent track record for screwing up. THey can almost count on a recall of the first release of Willamette motherboards. Intel and Rambus are in grave trouble. Pravin.

To: Mani1 who wrote (111531)	5/18/2000 5:02:00 PM
From: 5dave22	Respond to of 1572502

Mani - WOW! It almost looks like the DRAM makers had a PRE-INTEL meeting to form a united front. This is big stuff. It's most interesting to me because of the sh*tty situation the OEMs are in. They've all been hurt (whether they admit it or not) by Intel's problems recently and now they are FORCED to give NON-CANCELABLE orders for chips they know little about. Samsung has publicly stated that yields are poor. I don't see how Dell thinks they can go without AMD, come the end of the year. Dave Edit - I can't get over this. OEMs now have to PRAY that they will get good performance (high yielding product) on TWO ends. This story is only getting better and better. I'm going sell everything I own and buy more AMD. Those leaps are looking mighty good right about now, and Jerry prediction of 7.2 Million Athlons is looking like a lock!

To: Mani1 who wrote (111531)	5/18/2000 6:50:00 PM
From: Alighieri	Read Replies (3) \| Respond to of 1572502

<Companies tell Intel they need binding orders before committing to Rambus> Mani, I still have trouble believing that Intel is not feverishly developing a DDR backdoor...and secretly hope that they are not. Earlier I read a post about Intel's sale of a large block of Micron stock, which the thread characterized as Intel's retribution for Micron's defiance. I fail to understand how it results in anything other than Intel's further erosion of leverage over an important memory producer. Al

To: Mani1 who wrote (111531)	5/18/2000 9:12:00 PM
From: survivin	Read Replies (2) \| Respond to of 1572502

CNET's take on the RMBS meeting Funny it doesn't mention any of the calls for non-cancelables. "As for future systems, Intel spokesman Howard High said he recognizes that it's tough to convince people to move to Rambus memory. 'It's a chicken-and-egg problem,' High said. Until PC makers buy Rambus in quantity, the memory will be expensive to manufacture. But until PC manufacturers demand lots of Rambus chips, memory makers won't make them in high volumes at low cost. And Intel is in a somewhat awkward position, since it controls neither the memory suppliers nor the PC makers. All it can do is talk to both sides--and give money to memory makers in the form of hundreds of millions of dollars in equity investments." news.cnet.com

To: Mani1 who wrote (111531)	5/18/2000 11:12:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1572502

Re: Companies tell Intel they need binding orders before committing to Rambus... Well, that's gratitude for you. After all those profits from the 820 motherboards that were built on spec... :-) Regards, Dan

To: Mani1 who wrote (111531)	5/19/2000 1:00:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1572502

<Intel is not the force it used to be.> Yup! This gotto be the clearest sign that Intel is no longer the "gorilla" it used to be. <http://www.semibiznews.com/story/OEG20000518S0006DRAM Companies tell Intel they need binding orders before committing to Rambus> Intel asking the memory guys to build inventories on a speculative Wilamette ramp and that too at a discount to market in what could be the biggest semiconductor boom of the last two decades is insane. And, in anticipation of ramping a high risk technology, these guys drove Micron straight into AMD's hands. I wonder if Intel over estimated its power or in a state of panic or just thought the OEMS and DRAM guys are stupid. Whatever it is, it is not a good sign for Wilamette ramp. Just think of it, Intel may be willing to do risk starts on Wilamette but OEMs are not ready to Pony up money for the risk volumes Intel has in mind for Wilamette. DRAM guys seem to be asking Intel to pay for what OEMs are not willing to pay for! One has to wonder what Intel's management is thinking.