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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: Road Walker who wrote (100546)	3/8/2000 6:43:00 PM
From: Tony Viola	Read Replies (2) of 186894

John, I have no bias about Rambus, unless it's in the technology risk. I'm an old memory system design guy, also a very high frequency freak, so I'm not just popping off. It's just that a lot of the technology aspects have looked shaky from the start, not the least of which is the 800 Mbit/sec. per line data rate on a PCB. Confining those frequencies to the inside of a chip (like the 1 GHz in a PIII) is OK, but running it on an external board? Why go to such a risky length as that for a function as (relatively) mundane as main memory. The benchmarks sure don't indicate it's worth the extremes they're going to. Also, the patent lawsuit on SDRAM, really a longshot, could be huge. Sueing re SDRAM? Whatever for? Tony

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