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

To: Charles R who wrote (111682)	5/20/2000 7:43:00 PM
From: 5dave22	Read Replies (1) \| Respond to of 1572264

Chuck <P.S.: In the interest of disclosure, I am RMBS long. I hold a tiny bit of RMBS but the only reason for that is to help me keep track of potential legal issues. If RMBS establishes that no DDR or PC133 technology can ship without RMBS IP, this stock can still go places.> But in the meantime, there is no way Rambus deserves a $4 billion market cap. If Intel does switch to DDR, the stock will dive (RMBS). I might pick some up at about 1/3 of the current share price - just for speculation (after a 4-for-1 split, that would be $15). Will this delay Willy? Dave

To: Charles R who wrote (111682)	5/22/2000 12:24:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 1572264

Chuck - RE: "The question is when? 2000? 2001? 2002? Quad pumped 100MHz buses are non trivial and Intel lately has gotten into a habit of talking about stuff they can't deliver (at least not in time). I would like to see this shipping before I believe it. I think it is very unlikely that AMD will lag Intel in FSB - at least not for any reasonable length of time. The odds are heavily in AMD's favor here." I bet the same thing was said about the Athlon's 200MHz fsb one year ago. I've always been curious about Willy's 400MHz fsb. At first, there was an article at eetimes.com (I think) that said Willy would run on a 200MHz fsb, but at the IDF Intel said 400MHz. It seems like Intel upped the fsb because the Athlon will have a 266MHz fsb later this year. Based on this post and the follow up by Joe Message 13531414 it seems the Athlon will have an advantage in some situations because its base clock is faster than Willy's (133MHz vs. 100MHz) so that will negate some of Willy's faster overall speed, assuming Intel can pull off 400MHz. BTW, what is the latest word on Willy? If Intel wants a mid Q3 - early Q4 launch, the time is getting close for final tape out. And on a side note, I went through that DDR presentation from that big meeting last week and found out Ali is making a DDR capable mobile chipset for Mustang that will support PowerNow!. I don't know if this was known previously.