Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.86

+4.2%

11:21 AM EST

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To: richard surckla who wrote (42165)	5/13/2000 12:41:00 PM
From: Joe NYC	Read Replies (1) of 93625

richard, I had the link to Via roadmap in my original post, here is something about Ali: aceshardware.com AMD chipsets have ETA of Q3 to Q4. The 760 single-processor arriving before 770 - the dual processor. I don't think I have seen any ETA for Micron or API chipsets. In general, the first mass market motherboards will arrive n Q3, and Q4 should be the real beggining of the transition from SDR DRAM to DDR DRAM, with most of the RDRAM going to Willamette. I think once Willamette arrives, 820 chipset will be obsolete, since it (in combination with RDRAM) doesn't provide much in terms of performance improvement to Coppermine. Coppermine will in general be pushed to lower segments, which cannot support RDRAM prices. Besides, if Intel is serious and succeeds in fast ramp of Willy, there will be no RDRAM left for 820 and Coppermine. Joe

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