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

To: Estephen who wrote (127052)	10/31/2000 7:11:29 AM
From: stribe30	Read Replies (1) \| Respond to of 1582277

Funny thing Estephen; Every news report I read said tech stocks in general fell yesterday.. I think your assertion that it was seeing thru a DDR hoax is a bit of a stretch Besides, Rambus has their own problems to worry about. "The latest reports from system builders putting together the first Pentium 4 systems look very encouraging - for AMD. A leading European PC maker confided to The Reg yesterday: "If they think this compares to Athlon they are joking. At 1.5GHz the P4 is outperformed by a PIII 933, never mind an Athlon 1GHz which urinates in rather copious quantities over the oversized, overcomplicated piece of silicon." theregister.co.uk Last I looked, the P-4 was using RDRAM in it.

To: Estephen who wrote (127052)	10/31/2000 7:27:12 AM
From: stribe30	Read Replies (2) \| Respond to of 1582277

Looks Like Intel has Seen thru the Rambus Hoax "Intel RoadMap Shows Little Rambus Support" A confidential roadmap obtained by EBN shows Intel 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 Corp. (stock: INTC) 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 roadmap are further evidence that the rupture between Intel and memory-design partner Rambus Inc. (stock: RMBS) 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. Intel representatives declined to comment on either the talks or the roadmap, citing a policy against discussing unannounced products. However, several DRAM and memory module suppliers with knowledge of the company's development plans said Intel is designing its own DDR chipset and, as previously reported by EBN, has bought a store of unbuffered DIMMS for testing and validation purposes. Industry sources believe the chipsets,known as Almador and Brookdale, will be introduced in the middle of next year and will have both single-data-rate and DDR capability. Intel will time the activation of the DDR function according to market conditions, the sources said. Intel's own chipset roadmap showed the Brookdale replacing the 850/Rambus chipset next year for high-end "Mainstream 3" PCs in the $1,500 to $2,000 price range. Brookdale supports a mainstream desktop Pentium 4, code-named Northwood, which is expected to debut in the second quarter of next year. The Almador chipset, which supports a 1.3-GHz Pentium III shrink code-named Tualatin, will appear at the end of the second quarter. Initially aimed at PCs in the $1,300 to $1,700 range, Tualatin will be shifted to the $1,100 to $1,400 space late in the third quarter of 2001. Its contractual issues with Rambus aside, when Intel chooses to activate the DDR capability of its chipsets, it will be more than six months behind rival Advanced Micro Devices Inc. (stock: AMD), which this week will introduce the 760 DDR chipset and upgraded 266-MHz processor bus to support its highest-performance Athlon processors. Meanwhile, third-party chipset vendors, including Acer Laboratories, Micron Technology, and Via Technologies, already have introduced their own DDR-enabled logic controllers for the Athlon. The same third-party manufacturers have unveiled DDR chipsets for the Pentium III, which should help Intel make up for the fact that it has yet to field a similar chipset of its own. In fact, Via and Acer have said they will supply DDR chipsets for the Pentium 4, and were said to be seeking Intel's approval in meetings last week with Barrett in Taiwan. Earlier this year, Intel approached Micron about the possibility of licensing that company's DDR-equipped Samurai chipset technology, a source close to Micron said. However, the memory-chip maker declined to give Intel an exclusive license because it also wanted to use the Samurai to support the Athlon, according to the source. techweb.com

To: Estephen who wrote (127052)	10/31/2000 11:22:40 AM
From: steve harris	Read Replies (2) \| Respond to of 1582277

ted, should be a quiet day without Rambo. I hear RMBS may be headed to single digits soon. steve

To: Estephen who wrote (127052)	10/31/2000 12:31:05 PM
From: tejek	Respond to of 1582277

It didn't take the market long to see thru the DDR hoax. AMD is down again today. Give it a few more days and everyone except the amdriods will be thru the facade. AMD's little dead cat bounce is about over. We'll see single digits again in the march time frame. What dropped how many pts.? You have been given warning after warning, and yet you choose to ignore them. RMBS dropped down to $36 this AM, and has lost more than 1/2 its value in the last 2 weeks. When Barrett came out with his public comments, the smart $$$ vacated the stock rather quickly. As for AMD, its putting in a nice bottom, rounding out the handle portion of a cup- and-handle formation. Your concerns are for the wrong stock. ted