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To: John F. Dowd who wrote (69030)11/23/1998 7:40:00 PM
From: Scumbria  Read Replies (2) | Respond to of 186894
 
John,

AMD's foundries just can't achieve the efficiencies that INTC's do and therefore their only recourse will be to run to the government.

Nonsense.

Scumbria



To: John F. Dowd who wrote (69030)11/23/1998 8:46:00 PM
From: Paul Engel  Respond to of 186894
 
John - Re: "Would it be be mother board manufacturers or licensees of Rambus? "
the licenses are CPU manufacturers, chip set manufacturers (one and the same for Intel) and DRAM manufacturers.

Micron is one of the few pure plays in DRAMs - but that is playing with "fire". Korea, Japan and Taiwan have many DRAM makers but I'm not sure if any are viable investments based on DRAMs.

Paul-


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