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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: rudedog who wrote (100570)3/10/2000 12:48:00 PM
From: Daniel Schuh  Read Replies (2) of 186894
 
Sorry, rudedog, but I can't see this as the end of the cycle for SDRAM. PC200 DDR looks very doable, near term, and given that PC133 non-ddr is now virtually standard, I imagine PC266 is not out of reach. Given that Rambus seems to be bleeding edge at PC800, getting its costs down to even 2x SDRAM seems difficult.

I know Rambus has certain theoretical advantages, but real world performance just doesn't seem to be there. Right now, Intel has two apparently quite problematic chipsets in the 820 and 840 supporting Rambus, and the BX is scheduled for the dustbin in the fall. Right now, Intel seems to be giving up a bunch of the chipset market to Via, right? That's what Compaq uses, I assume? Intel's suing Via too, but the cumine EB parts would be looking pretty sick if they could only be used with the 820/840, with Rambus or the horrendous SDRAM kludge translator.

Cheers, Dan.
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