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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: Tony Viola who wrote (83286)6/12/1999 4:18:00 PM
From: grok  Read Replies (2) of 186894
 
RE: <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?>

Heck yes it's measureable! The problem is that latency increases by 33% which is huge since drdram is weak on latency to begin with compared to plain old sdram. And then to have to pay extra (in fact it may be much extra) to have the honor of helping Intel achieve their master plan will just cause each box maker to look harder at AMD. This "Pay More, Get Less" Rambus fiasco shifts the overall competitiveness between Intel based PCs and AMD based PCs in AMDs direction and at a time when AMD is getting more competitive with 0.25u yields up and K7 looking good.
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