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Technology Stocks : Intel Corporation (INTC)
INTC 36.08-3.2%Dec 17 3:59 PM EST

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To: jim kelley who wrote (104083)6/6/2000 1:32:00 PM
From: Tenchusatsu  Read Replies (2) of 186894
 
Jim, <If they need it to create volume for RDRAM they should have left the MTH off. Why not release the chip with RDRAM only.>

I feel the same way, Jim. It would be nice for Intel to release Timna with a native RDRAM interface, i.e. without that problematic MTH. Then you can pair up even low-speed PC600 RDRAM with Timna, and you'll have one heck of a performer because of the integrated memory controller.

However, I feel Intel doesn't want to do that because Intel is still severely capacity constrained. Perhaps Intel decided that with even PC600 RDRAM prices being sky-high, no one will want to buy a Timna-based PC with RDRAM. So it might not make sense to divert production away from product lines which are sure sellers (Celeron, Pentium III) toward product lines which aren't such sure sellers.

Tenchusatsu
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