Yes the premiums will be high at first, but no one is going to eat the costs except maybe Intel with some creative rebating to the PC companies to help enable the new systems. The systems must be compelling with the new features and the users have to also realize they need the extra power.133Mhz side bus,4xAGP, ATA66, security, Katmai CPU enhanced features, I am not sure how they will convince these potential buyers. Unless I need more power for multiple video data streams, etc, my current system is just fine. Higher internet connection speeds will help, but I just do not think the market will justify RDRAM just yet in the mainstream.
Users sensitive to price will just buy less memory at first, thats ok, sense there wont be enough memory available anyway.
The high end purchasers will buy whatever they need for the application.
The 128Mbit is the one they all have to focus on but depending how far along each supplier is with their designs may go ahead and come out with 72Mbit first and then cross over with 128M/144M. MU since they are starting late makes only good sense to start out with 128/144.
I think this memory transistion cross-over will be the fastest to have
parity crossover in history and RDRAM must have it to get some of the cost premiums down to a reasonable level.
Good trading. |
