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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: ajbrenner who wrote (139)7/7/2000 11:49:09 AM
From: Chung LeeRead Replies (1) | Respond to of 275872
 
I heard him said that MU was not aggressive enough in the Rambus RDRAM support, sounds like the 20 million shares sold was just a warning to MU, more to come if MU don't get with the program.



To: ajbrenner who wrote (139)7/7/2000 12:12:00 PM
From: kash johalRead Replies (1) | Respond to of 275872
 
AJbrenner,

re: Intel and Mu,

This could get interesting.

Intel/VIA settlement could mean that Intel will reduce its chipset volumes to try and meet the 20% rambus requirement for Q3/Q4. Intel gains $4,000,000,000 stock payment if this happens.

This is bad news for AMD imho.

I am still holding all my positions and desperately hoping for $85 pretty soon.

regards,

Kash


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