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


To: Tenchusatsu who wrote (16775)10/30/2000 4:54:18 PM
From: Daniel SchuhRespond to of 275872
 
I hate to point out the obvious, Mr. glass house preacher man, but MU is hardly the only company resisting the scambus operation these days.

Intel roadmap shows little Rambus support in 2001 ebnews.com

A confidential road map obtained by EBN shows Intel Corp.
dropping Direct Rambus DRAM from every computing platform but
high-end workstations by mid-2001. This would appear to bear out
recent comments by Intel president Craig Barrett that the
exclusive deal to support the memory interface was “a mistake.”

According to the document, Intel will phase out the slow-selling
Direct RDRAM-enabled 820 chipset in the first quarter of next
year, while the yet-to-be-introduced Intel 850 chipset will be
dropped in the middle of the third quarter. At that time, Intel's sole
remaining Rambus chipset will be an enhanced 850 device
code-named Tehama-E, which the company is rolling out for
workstations and PCs costing more than $2,000.

The details of the road map are further evidence that the rupture
between Intel and memory-design partner Rambus Inc. has
widened, even to the point where Intel is planning to introduce a
double-data-rate SDRAM-enabled chipset for desktop PCs.
Industry sources said the companies are engaged in negotiations
over Intel's demand that a clause barring it from fielding its own
DDR chipset until 2003 be stricken from its licensing contract with
Rambus.


And so on. Looks like Rambus is too good even for Intel now. Too bad, Rambus used to be our friend around here.



To: Tenchusatsu who wrote (16775)10/30/2000 5:21:53 PM
From: Charles RRespond to of 275872
 
Tenchusatsu,

<And you can easily put aside MU's interest in supporting DDR (and resisting Rambus)?>

I don't know about the "easily" part - that didn't come from me.

I was just saying that there are reasons beyond MU's interest in DDR. Don't you think there could be legit concerns about availability and pricing?

Chuck