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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: kash johal who wrote (83285)6/12/1999 3:51:00 PM
From: Tony Viola  Read Replies (2) of 186894
 
Kash,

RDRAM to cost $400 for 256Mb.

In the industry, Mb means megabit and MB means megabyte. You had me sweating for a few seconds there.

also, article says:

said a 128-megabyte memory subsystem
stocked with Direct RDRAM will cost between $200 and $250 this year, possibly
dropping to less than $150 by the end of 2000.


So why are you extrapolating out to 256 megabytes? Because $400 has better shock value?

finally:

More bad news for Intel I'm afraid.


Intel is handing AMD a killer opportunity now lets see if they have the "killer"
instinct


I'm not saying much ado about nothing, but, still, I think you and the article are overstating the importance of this. Starting at 600, rather than 800 MHz is probably a damn good idea for getting a good handle on the transmission line characteristics they're dealing with, although it may be more a decision based on yield, or bin split in CPU terms. Only 600 MHz, indeed! Man, that's practically crawling! And, as was discussed here before, what's the overall system performance degradation going from 800 to 600 MHz RDRAM? Is it measurable? The Christmas thing, yes, I can see that, but, what change does a mobo need to go through to support 800, after being set up for 600 MHz. A crystal oscillator output, what else? BIOS? OK, nothing is trivial.

Have to admit that the Rambus story is the best ongoing high tech soap opera in quite a while.

Tony
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