>>IBM has problems in a segment of their business, but INTC
>>has problems, like delivering not what it promised in itïs >>core business.
>They are delivering tons of PIIIs and Celerons. They're not >core?
Where are the promised volume shipments of parts >800 Mhz,
read all sources in the news distributors etc.
INTC claimed this problem would be fixed in the second
quarter. I canït find the chips and as a read many other
cant find them too. Perhaps INTC is hiding them like gold
for 2-4 years, perhaps the price is better then :)
>The PPRO was not a success,
>
> It got Intel into the server business, which is >growing faster percentage wise than the desktop. It paved >the way for Xeons, which continue to be the only processor >that is used
>in industry standard servers. I call that a >SCREAMING >success.
INTC makes a XEON recall now ? Is this a success, i believe
not.
>Rambus? The jury is still out on it, IMO
RMBS may become a success, but today RMBS is a economical desaster for INTC and the timing of INTC to introduce RMBS wasnït good.
first: 3-Rimms -> 2 Rimms
second: MTH problem
this 2 problems shout RMBS is not as easy to integrate
as good old DRAM or DDRAM, because of higher frequencies,
heat issues and stricter design requirements.
Perhaps sometimes RMBS is the memory of choice, but
today it definitly not yet the memory of choice for most
buyers, because price/performance arenït good enough.
Perhaps DDRAM pushes this price/performance parity of RMBS
a few more years in the future.
Ulrich |
