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

To: AK2004 who wrote (45073)	6/25/2001 12:58:07 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Albert, <seems like all of the moves made by intel are brilliant; ..> Depends on whom you ask..... <I do recall that intel's decision to go with rambus was so brilliant that amd would be dead 2 years ago.....> It was a dumb thing to do then and nothing has changed. The only reason it is looking better now is because memory pricing has collapsed due to the industry doldrums causing the RDRAM premium inconsequential for most desktops. <I wonder how much that deal cost intel....> Let's see.... - slow P4 ramp - product recalls ..leading to.. - Several points in market share. - Billions of dollars in lost profits <would it cost hp and dell?> Would what cost HP and Dell? Chuck