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

To: jcholewa who wrote (33982)	3/28/2001 4:34:25 PM
From: kash johal	Read Replies (1) \| Respond to of 275872

JC, re:"Personally, I think that Intel would be smartest to come out with no less than PC2100 memory support for the i845, eschewing PC133 and PC1600 (which will both likely underperform compared to the i850). It looks like we may not get this, though. " You are right, if you are talking on pure technical grounds. However Intel has done very well with market segementation. the celery/PIII will become low end by year end. PIV high MHZ with SDRAM will be middle. PIV high Mhz with RDRAM will be high end. That is clearly their stated strategy. If they execute perhaps they will do well. regards, Kash