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


To: kash johal who wrote (153)7/7/2000 12:33:16 PM
From: Charles RRead Replies (1) | Respond to of 275872
 
Kash,

<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.>

I wasn't even thinking about this angle! If this is true, the move to ramp processors instead of chipsets was a masterful stroke by Intel. Intel can always get the chipset market share back with "patented" P4 bus.

<This is bad news for AMD imho.>

Why?

Chuck