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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling

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To: Michail Shadkin who started this subject6/7/2001 9:10:47 PM
From: rupers   of 6873
 
Guess RMBS not quite dead yet. They have some time left.

Article:

theinquirer.net

Intel not yet ready for DDR

Validation needs doing

By Mike Magee, 7 June 2001 07.31 BST

AFTER PAUL OTELLINI rushed off from his London gig yesterday to go wherever an Otellini goes, we had the chance to chat to a nice chap who knows a fair old bit about Intel's desktop and its technicalities.

We were interested in pursuing the remarks Mr Anand made from the Computex floor - in short - is the i845 DDR (double data rate) platform ready but negotiations with Rambus are preventing its release.

No, said the Intel guy, "I don't believe we have fully validated our DDR yet."

Not that there appears to be a problem with DDR, he added hastily. "Technically, the validation of DDR is going very well," he said. Plus, he added, Intel's position on Rambus - technically again - is unlikely to change for at least another 12 months.

That position, he went on to explain, is that Intel believes Rambus will scale to match the processor speeds his firm will introduce, although he didn't seem to rule out the possibility that DDR might scale very nicely too.

We wonder what these joint Intel-Rambus patents: 6226757, 6178130 & 6075730 mean.

They were issued in the last six months, and you can find them by searching here.Filed on 10/9/98, all three have Intel and Rambus as assignees.

Of course, and as the Intel guy we talked to seems to have forgotten, his firm was very much anti-PC 133 synchronous memory until the market forced it to adopt it. The same now appears to be true of DDR and although it might be 12 months before Intel re-thinks its Rambus strategy, everything he said seems to indicate that his company has some more memory cards up its sleeves. µ
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