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: sam who wrote (46640)	7/6/2000 3:30:47 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Re: The Via / INTC settlement Intel is allowing VIA to produce support chipset for the Celeron and PIII processors. These processors will be relegated to the low end of the market as the new PIV architecture takes over in the mid to high end of the desktop market. What is more interesting is INTC has kept open it lawsuit against VIA to prevent them from using INTC technology to support AMD processors. They also have not licensed VIA to produce chips supporting the PIV. This is classic INTC tactics. INTC is not surrendering anything and it is getting paid royalties and a lump sum as well for this settlement. This allows VIA to sell their chipsets in support of the Celeron and PIII processors but nothing more than that. I personally doubt we will see any significant amount of DDR on the desktop in the next 6 to 9 months. There is no evidence of ALPHA or BETA units anywhere. AMD is having enough trouble introducing its T-bird with SDRAM. They do not have the guts to try to saddle their new product launchs with DDR when PC133 is barely getting off the ground. INTEL needs VIA chipset to support the low end of the desktop market for the time being. Engaging VIA in producing Pentium chipsets keeps their capacity from being fully available to AMD. :)