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: Daniel Schuh who wrote (124744)	9/25/2000 2:52:55 PM
From: tejek	Read Replies (3) \| Respond to of 1574731

Further reporting from that IDC report at semibiznews.com. Right now, there are indications that Rambus supply isn't very constrained, but that seems to be stem more from the demand side, as the 820 fades into the sunset. If a truly massive launch of the P4 was being anticipated, I'd expect the RDRAM supply situation to be getting tighter, not looser. Dan, Has it been confirmed that the first volumes of P4 will run only with RDRAM? I thought Intel had changed that recently. Howver if it is true, for how long before the P4's will take on an alternative.....I think Intel said DDR? Any idea? ted