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

To: chic_hearne who wrote (9372)	9/20/2000 6:21:59 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

Chick, RE:"For at least a year, we will have P4 with DRDRAM only. This is great because I *FIRMLY* believe the Dramurai are refusing to ramp DRDRAM in any *meaningful* volumes. It requires spending on expensive equipment that won't be needed in a year. There's just no incentive for them to ramp DRDRAM. This puts Intel in a catch 22 situation. Big volumes of P4 are going to skyrocket DRDRAM prices. The alternative is low volumes of P4 and not a volume presense in the high end. Either one is great for AMD" Unless Intel licenses the P4 bus to a 3rd party chipset maker who makes a DDR chipset. Again, a catch 22 for Intel but a way around Rambus... OTOH, the third party chipset maker needs to have already started on it. Jim