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

To: Harvey Allen who wrote (69674)	1/31/2002 3:24:39 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Harvey, I think it would be to AMD's advantage if Intel started pushing Rambus again. The benchmarks will be a little higher at first, but, I believe dual channel DDR benchmarks would be higher than Rambus benchmarks. The advantage is that Rambus will become more expensive and DDR, cheaper, if Intel stops pushing it. BTW, I read a few months ago that Samsung (I think) was going to start selling Rambus memory with much fewer open channels than previously. I think it was going to be limited to 4 open channels vs. dozens in the current design. Has this started yet? Is there a chance that benchmarks are being based on the expensive "old" style of Rambus memory, while most systems are sold with the new cheaper variety? Ever suspicious, Petz