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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: MileHigh who wrote (68969)	11/23/1998 2:02:00 AM
From: Jeff Fox	Read Replies (1) of 186894

MH, re:"transition to RDRAM" The first systems will cost more and deliver little to no benefit since 400MHz systems don't need the extra bandwidth. However this is typical of new major technology shifts. As RD ram ramps over the next ten years CPU speeds will go over 1GHz CPU clock rate. Here RD ram's high bandwidth, low latency and low pin count will become essential. Again Intel leads orchestrating technology with time for an orderly ramp. The industry sure benefits from this kind of knowledge and energy. Some other interesting facts: With the low RD ram pincount, it would be simple to include two RD ram interfaces for twice the bandwidth and lower effective latency. Once the speeds ramp over a GHZ look for these in workstation class machines. (Personally I can't even envision this much compute power in the hands of a single person. Fuchi will have a very hard time clocking his Word boot time with his Dick Tracy stopwatch.) - RD ram will be exclusive to the desktop. It is not well suited for servers. I'd predict that Intel has no plans for RD ram in server boxes. Jeff

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