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

To: Jim McMannis who wrote (14951)	10/18/2000 8:09:03 PM
From: Buckwheat	Respond to of 275872

Jim, as you know this problem has been on-going for over 3 years and AMD continues to accept too little and too late from VIA and others. It would appear that the AM640/VIA problems of 3 1/2 years ago would have served as an adequate wake-up call. I guess it's also important to remember that AMD 750 chipsets fueled the first K7 launch. Buck

To: Jim McMannis who wrote (14951)	10/18/2000 8:23:04 PM
From: david_langston	Respond to of 275872

Jim, RE: I was POed about it 6 months before Athlon was even released. It looks as though Craig Barrett is POed that Intel ever got into bed with Rambus! Intel's Barrett calls Rambus alliance a mistake; Intel now looking at DDR semibiznews.com Intel Corp. chief executive Craig Barrett now calls his company's relationship with Rambus Inc. "a mistake," according to a report published today. [...] Barrett went a step further today, in an article published by the Financial Times of London. "We made a big bet on Rambus and it did not work out," Barrett admitted. "In retrospect, it was a mistake to be dependent on a third party for a technology that gates your performance." [...] Now when will Jerry admit that relying so heavily on VIA for chipsets was a mistake? It looks as though AMD can't count on Rambus holding P4 sales down forever. Dave