Hi Jdassoc; Me? FUD??? Nah, I'm just here to have fun.
Right now, RDRAM is nowhere near as inexpensive as RDRAM, but I predict that it will get to about 50% over, probably by the end of the year (unless there is a big scarcity with the P4) just wait. As far as the pricing for DDR, the memory makers are pushing it hard, and will cut the deals required to get it used by box makers. The technology costs yields as well as SDRAM, with little or no equipment change, but sells at RDRAM prices, why wouldn't they pump out the DDR?
Re the piranha release from Compaq. This is hardly a new design win. You have to remember that by the time they get an article published on it, they've been working on it for years. At the time they solidified their memory choice, RDRAM still looked like the next big thing. I have repeatedly stated that you are going to see new announcements of new RDRAM products for at least until the end of this year, and in reasonably substantial amounts. (Not that Piranha is going to be a big user of commodity priced DRAM.) But take a look at the DDR design wins, they have easily outnumbered RDRAM design wins the last few months, and will continue to do so. Eventually you will see the DDR motherboards and memory down your way, just don't try to rush it, wait until early 4Q00 before you've buried DDR.
Re lack of "good DDR chipsets for Intel microprocessors should keep DDR in nichedom for a long while". Would you have said the same thing about PC133 a year ago? Seems like Intel didn't support it until just now, but plenty of machines got sold with it. I wonder why you are distinguishing between VIA's early support for PC133 then, and their early support for DDR now. Do comment on this.
-- Carl |
