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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.0%Nov 21 9:30 AM EST
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To: grok who wrote (28039)8/29/1999 10:30:00 PM
From: Dave B  Read Replies (1) of 93625
 
I think that it would be wise for Intel to support sdram in the near term so that none of their shipments of Micros or chip sets could be hurt by either high prices or unavailability of Rambus drams.

Let's look at it from the other side of the mirror. Intel currently supports SDRAM. Intel will continue to support SDRAM. The flavor of SDRAM is unimportant because SDRAM is a dead-end technology.

What is important is that Camino is designed initially for higher-end systems, and that is where we want DRDRAM to be supported. We're displacing SDRAM support at that level. As the price delta of DRDRAM comes down (as production levels increase), then we want DRDRAM to displace SDRAM in Intel's future lower and lower end chipsets. But SDRAM is already there -- it's what everyone uses today -- we're just pushing it aside.

If we're going to worry, we should worry if Intel suddenly decided to support DDR DRAM, since it may be argued (more coherently than the PC-100, PC-133, etc. flavors of SDRAM) that there might be some future there. But we also have many counter arguments for DDR DRAM, so we shouldn't worry too much.

But mostly let's not worry about the SDRAM path that Intel is taking in their low- and mid-range systems which weren't going to support DRDRAM for a number of quarters anyway.

JMO,

Dave
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