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.

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

To: tejek who wrote (17266)	11/1/2000 9:07:06 PM
From: hmaly	Read Replies (1) \| Respond to of 275872

Ted Re..BTW how come you didn't agree with me when I pointed out the same thing that Quasar did....the greater latitude/leeway that Intel has in the markets? <g> Did it sound better from Quasar? We like Quasar. <ggg>

To: tejek who wrote (17266)	11/1/2000 9:25:47 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 275872

Ted, <Does that mean that Intel has sufficient RDRAM to meet the higher than expected ramp-up of the P4?> I dunno. Maybe Sony's inability to supply the PS2 in meaningful volumes is freeing up RDRAM for use in Pentium 4 systems. Maybe Intel is counting on Via to get that P4 chipset out very early. Most likely, RDRAM supplies have been building up for quite some time due to low demand. As evidence, I point to the low spot prices of RIMMs on Pricewatch.com. Remember when RDRAM used to cost an arm and a leg? Now it's just costs you a finger. ;-) <how come you didn't agree with me when I pointed out the same thing that Quasar did....the greater latitude/leeway that Intel has in the markets? <g> Did it sound better from Quasar?> Good timing on Quasar's part, I suppose. ;-) Tenchusatsu