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To: gnuman who wrote (54372)9/21/2000 10:38:29 AM
From: chic_hearne  Read Replies (4) | Respond to of 93625
 
Re: I doubt if RDRAM availability has any impact on the ramp.

Gene,

WRONG !!!

Think about it, with the PIII 1.13 Ghz failure, it's safe to assume that PIII can't get any faster until a process shrink to .13um, which won't happen until late next year, if at all.

This leaves a dead spot for Intel since AMD can clearly get much more speed out of the Athlon rather easily.

I doubt there's a production problem for P4, if they don't ramp P4, it is because of lack of DRDRAM availability.

There's no other rational excuse. Do you honestly think that Intel will just hand over the high end to AMD without a fight?

chic



To: gnuman who wrote (54372)9/21/2000 11:07:40 AM
From: Dave B  Respond to of 93625
 
Gene,

New product launches are much more complicated than building CPU's.

I agree wholeheartedly, which is why the Via "launch" that is being heralded by so many as the "launch" of DDR systems is a joke. 90% of the work is still ahead.

Dave