Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 97.01

+2.9%

9:36 AM EST

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To: Bilow who wrote (73911)	5/30/2001 5:29:59 PM
From: Jdaasoc	Read Replies (1) of 93625

carl: Intel Pentium 4 CPUs with Socket478. As we have already said, the board is built on Intel 845 core logic It appears as Intel ramps up performance of P4 chips to beyond levels achievable by AMD Athlon Intel will position SDRAM P4's (Socket478) at a lower price point than faster RDRAM P4's (Socket423). If I believe Intel press releases the differnce between P4 with SDRAM vs RDRAM is about 10-20% and increases with speed of CPU. The key element in this scenario is that Intel build up some price/performance differences from low end to high end of family of Intel CPUs. The only problem in last few years the difference between Celeron and corresponding Pentium series CPU was less than 1 fold in performance. Even more recently P3 wasn't even as fast as Athlon. If Intel does has fast and cheap P4's in the cards, we are coming to a point where we were about 10-12 years ago where Intel could hold off AMD in corporate world at all price points with lesser priced 486SX CPU's vs 486DX flagship CPUs. john

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