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To: richard surckla who wrote (46591)7/5/2000 8:27:43 PM
From: gnuman  Read Replies (3) | Respond to of 93625
 
Robertson's take on Intel/Via settlement (edited)
Sources said now that Intel has settled its legal spat, the company might welcome Via and other chipset independents to tie their DDR-enabled products into Pentium III-based desktops. A bevy of DDR chipsets will hit the market this fall with support for Advanced Micro Devices Inc.'s Athlon desktop chip, and without a DDR-equipped chipset of its own, Intel might need Via and the other independents to compete in that segment.

It makes a lot of sense to me.
PIII probably contributes most of the profits to IABG. If VIA creates markets for PIII I think Intel will be very happy, especially considering they also will collect royalties from VIA. Intel has the i810/815/820 for desk-tops. Now they will have support for DDR?
JMHO's

ebnews.com
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To: richard surckla who wrote (46591)7/5/2000 8:28:09 PM
From: Scumbria  Read Replies (1) | Respond to of 93625
 
Richard,

When the semis start to come back up keep an eye on AMD. I don't think they will recover as fast as RAMBUS and INTEL.

Is it OK if I send this one back your direction tomorrow morning?

AMD's T-Bird 1 GHz chip (it's not a T-Bird motherboard) contributed to their drop today

The 1GHz chip does not work for Gateway, but works fine for Compaq. Apparently the finnicky parts like Texas better.

Scumbria



To: richard surckla who wrote (46591)7/7/2000 10:49:30 AM
From: Scumbria  Read Replies (2) | Respond to of 93625
 
Richard,

When the semis start to come back up keep an eye on AMD. I don't think they will recover as fast as RAMBUS and INTEL.

Since you made this post, AMD is up 10%. RMBS is flat, and INTC is up 3%.

Scumbria