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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

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Dec 9 4:00 PM EST

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To: Pam who wrote (42711)	1/15/2009 11:57:29 AM
From: Pam	1 Recommendation of 95546

CPU makers postpone DDR3 generation to 2010 Monica Chen, Taipei; Joseph Tsai, DIGITIMES [Thursday 15 January 2009] Although both Intel and AMD were originally expected to fully transition to DDR3 across their product lines in 2009, with the two players now postponing their DDR3-only chipset schedules, the DDR3 generation is not expected to arrive until 2010, according to sources at motherboard makers. Since DDR3 memory prices have not fallen as much as Intel expected, while demand for its Core i7 CPU and X58 chipsets also has not yet met expectations, Intel has decided to postpone its DDR3-only 5-series chipsets until September this year. Meanwhile, AMD's is still struggling with technical difficulties to achieve stability and compatibly with the DDR3 controller built into its AM3-based CPUs, and so the company is also unlikely to transition to DDR3 until it is able to come out with a workable BIOS, added the sources.

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