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

To: Gopher Broke who wrote (10587)	9/28/2000 4:30:05 PM
From: chic_hearne	Read Replies (1) \| Respond to of 275872

Re: If they could manufacture P4 in any kind of volume then they would be phasing out Celeron, positioning P4 at the top end and moving P3 to mid and low end. As it is, there are high expectations for P4 and I can't see Intel satsifying P4 demand for at least six months. Gopher, You guys just don't get it. There's not problem making P4's (I'm assuming). I'm sure phasing out Celeron and moving P3 to the low end is exactly what Intel would love to do. There's one small problem, RAMBUS. There is not going to be sufficient supply of DRDRAM. This means we won't see volume P4 until there's an alternative chipset. The Dramurai just don't "switch" over to DRDRAM. They have to buy lots of new equipment, etc. Anyone expecting a sudden pop in DRDRAM availability is living a pipe dream. In 6 months there will not be enough DRDRAM to support 5% P4's from Intel, which I think means it's not a threat to AMD at all. chic