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Technology Stocks : Intel Corporation (INTC)
INTC 36.91-1.1%Dec 31 3:59 PM EST
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To: Paul Engel who wrote (94384)12/20/1999 8:19:00 PM
From: Mihaela  Read Replies (2) of 186894
 
Paul,

I have read that the initial latency for the first word
of memory from RDRAM will be cut in half by putting the
Rambus memory controller on-chip on Timna and
Willamette arch. Is this true?

Do you think Intel could use SDRAM PC133 on Timna with MTH
and compete with the Sony PS2 in the "value" segment?

The memory vendor MU continues to drag out ramping RDRAM
volumes and keeps saying/advertising/pitching DDR SDRAM
as a better solution over RDRAM that one starts to think
they are not using the 0.5 billion dollars from Intel
in Oct. 1998 for ramping Rambus RDRAM. Seems like a
long time for MU to not be in production yet, since Intel
has released the 820 and 840 chipsets and OEM's are
shipping systems.

Here's my prediction.

When Intel introduces TIMNA, the price of RAMBUS memory will start to take a sharp drop and then continue to decline at a healthy pace.

TIMNA will be targeted at the "value" segment, and its use of RAMBUS memory will allow it to use the SLOWER speed grades with exceptional performance - due to the on-chip RAMBUS controller.

Hence, TIMNA will sop up all the 600 and 700 MHz (300/350) RAMBUS chips that are TODAY essentially non-useable because of their inferior performance in Camino/820 or 840 systems.

With RDRAM makers able to sell their slower RDRAM units into the TIMNA PC space, they can then spread their income across their entire production of RDRAM speed distributions, allowing faster price drops on all speed grades.

Paul
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