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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST

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To: John F. Dowd who wrote (161547)3/8/2002 10:07:16 AM
From: Joe NYC  Read Replies (1) of 186894
 
John,

.Nowhere was this campaign more visible than at the 2002 Intel Developer Forum at Moscone Center in San Francisco the week of February 25. Melissa Frank,Manager Product Marketing and Business Planning at Rambus made the case for RDRAM against DDR in a presentation on Monday February 25th. Unlike Mark Anthony who came “to bury Caesar not to praise him,”but didn’t, Ms. Frank came to bury DDR and did.

How exactly did she do that? At IDF, Intel released and announced new DDR chipsets. DDR will now go from the very high end servers in ServerWorks chipsets, to mainstream servers with newly announced Intel DDR server chipset, high end dual DDR desktop / workstation at the end of the year (replacing the last Rambus chipset in the Intel lineup, and Intel already has low end to mainstream desktop chipset 845D, and will soon release DDR chipset with updated graphics (integrated) - 845G. Recently with release of P4 mobile CPUs, Intel released mobile DDR chipset.

AMD Athlon has been using DDR for more than a year, and the upcoming Hammer processor will have built in DDR memory controller on CPU die. So basically, the game is over for Rambus.

Joe
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