SI
SI
discoversearch

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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Barry Grossman who wrote (105868)7/18/2000 6:22:57 PM
From: EricRR  Read Replies (2) | Respond to of 186894
 
In answer to a Jonathan Joseph question about the P4 ramp, Otellini just said: "P4 will ramp in HIGH volumes in 2H00." "We've VERY comfortable with the RDRAM supply that will support the Willamette ramp."

As an AMD investor I want to know more about this...

Are the words "ramp" and "ship" interchangeable in this context? Did he say "ship" anytime else when describing P4?

Paul says he guesses around 64,000 Willys this year. Is that considered "high" volume?



To: Barry Grossman who wrote (105868)7/18/2000 8:57:52 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Barry - Re: "In answer to a Jonathan Joseph question about the P4 ramp, Otellini just said: "P4 will ramp in HIGH volumes in 2H00." "We've VERY comfortable with the RDRAM supply that will support the Willamette ramp."

I'm surprised that Jonathan Joseph didn't ask Otellini if the Pentium 4 ramp would be limited by Tantalum Capacitor availability @!!!

Paul


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News