Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: chic_hearne who wrote (124734)	9/25/2000 2:13:07 PM
From: tejek	Read Replies (1) \| Respond to of 1574637

The Dramurai have chosen to not ramp DRDRAM. This makes the all discussion of "volume" P4 a moot point until there is a non-Rambus chipset. I'd say there is a .1% chance of seeing volume P4 anytime in the next 9 months. By volume, I mean anything over 5% of chips sold. There simply won't be enough DRDRAM to support anymore than a few percent of the market. chic, Good point...is it possible to translate those percentages into actual numbers, albeit guesstimates? ted

To: chic_hearne who wrote (124734)	9/25/2000 2:13:26 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1574637

Chick, RE:"The biggest problem for Intel and the Pentium 4 launch does not even come from Intel itself, but from the Dramurai." This is true but the press will gush all over the Megahertz. Intel will be seen as regaining the speed crown with new "nutbag" technology. Michael Dell will be invited on CNBC, CNN, Fox to tout his new wizbang box with the fast chip...again the press will gush all over it. WS will start to buy back Intel stock, now that "Intel has regained" it's dominance. You will once again realize the power of "Megahertz sells" (TM-McMannis). This time it will sell the lame press. It will take a while for the press to "get it" about why the P4 won't sell...when they do, it will be on the back page. Only earnings will tell the tale... Jim