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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 107.00+3.8%1:42 PM EST
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To: Victor Lazlo who wrote (38486)3/20/2000 8:50:00 PM
From: Jdaasoc  Read Replies (1) of 93625
 
Victor:
Here is Joe Osha's comments on Intel from IDF on 2/16. I will try to review any other comments he has made RE RDRAM. I think his simplistic reasoning is that there is currently a semicondcutor manufacturing capacity shortage and RDRAM is most difficult DRAM to make so is least profitable to make in times of high chip prices during memory chip shortage expected later this year.
I just think he totally dismisses the advantages of RDRAM because he doesn't have a clue about the technology just the pricing structure.

"Finally, the many questions surrounding Intel's memory roadmap continue. The company has scaled back its forecasts for RDRAM penetration over the next two years, although Intel still believes that RDRAM will eventually be the standard for the desktop market. That commitment to DRAM was illustrated with the Willamette plans - Intel will not offer SDRAM or DDR support for the Willimette, effectively linking that product's fate to the success of RDRAM. Although we agree that the high bandwidths achievable with RDRAM will eventually allow that standard to subsume synchronous memory, we wonder why Intel is not offering alternatives to RDRAM for Williamette, given the 20%-25% price premium that RDRAM modules are likely to command when Willimette launches. PC OEMs should be happy with the performance that they get out of Intel's new CPU - they may not be happy with another attempt to supply the market an expensive memory subsystem.
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