<font color=red>yet another lead over intel
10:18am EST 31-Oct-00 SG Cowen Securities Inc. (YU, PING 212-495-4322) MVSN MU
SG COWEN TECH RADAR - OCTOBER 31, 2000/PART 1:2
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RMBS (Neutral, $53): INTC To Drop RMBS From All Pdts Except Hi-End Wrkstations
EBN reported INTC will phase out the DR-DRAM-enabled 820 chipset in Q1:01,
cancel the yet-to-be-introduced 850 chipset in Q3:01, and may introduce a
DDR SDRAM-enabled chipset for desktop PCs.
Remaining RMBS chipset will be an enhanced 850 device, code-named Tehama-E,
which is targeted for high-end workstations and PCs costing more than
$2,000.
Article confirms our cautious stance on Rambus. - Grossman
IMPACT AMD (Neutral, $20), Acer (2352.TT, Strong Buy, NTD39), Via Tech
(2388.TT, Strong Buy, NTD233), MU - INTC's DDR-capable chipset is a
critical response to AMD's DDR-capable chipset, which has as much as a
six-mos lead on INTC. Third party vendors have introduced DDR-capable
chipsets which support the P4, but an INTC chipset allows INTC to
control its destiny.
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