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Technology Stocks : Intel Corporation (INTC)
INTC 39.36-0.1%Jan 5 3:59 PM EST
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To: MileHigh who wrote (52708)4/10/1998 11:32:00 PM
From: Paul Engel   of 186894
 
MileHigh - Re: " how it might effect Intel and the rollout of PC-100 memory bus....Does not sound like good news, "

On the contrary - it sounds like GOOD NEWS for Intel.

The difficulties in getting the DRAM modules to work properly lie in the tight timing specifications as defined by Intel for its 440BX chip sets (and 440GX and 450NX).

Those DRAM makers and module assemblers that DO understand the spec - and can meet it - will find a good deal of business for the PC100 machines - to debut next Wednesday.

Where the really good news comes in is in the AMD-sponsored Super Socket 7 competitive environment. AMD - not a chip set maker - has not speced out the DRAM interface as well as Intel and has relied upon several chip set companies (VIA, SIS, Acer) to figure out the details.

For Super Socket 7, The CPU manufacturer, Chip Set Manufacturer, DRAM manufacturer and Memory Module Manufacturer are ALL DIFFERENT - too many chances of poor communication and mis-cooperation exist
Thus, they will all have difficulty in producing a robust chip set that will work with the "Intel specified" Slot 1/2 PC100 memory bus interface.

Intel makes the CPUS and Chip Sets and has worked very closely with all DRAM suppliers and many Memory Module suppliers - and they are all working on the "same page " - Intel's specifications.

If PC100 compliant memory modules do become in short supply, they will most likely go into the Intel-based machines, effectively stifling the adoption and growth of the AMD/Super 7 initiative.

Tough luck for the small fish.

Very helpful for the Big Dog on the porch!

Paul
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