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Technology Stocks : Intel Corporation (INTC)
INTC 33.62-4.2%Nov 20 3:59 PM EST
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To: Tenchusatsu who wrote (107833)8/21/2000 2:29:51 AM
From: Cirruslvr  Read Replies (1) of 186894
 
Tench - RE: "This should get better once Northwood is released in the middle of 2001."

"DRAM volumes become an even bigger concern once Northwood pushes Pentium 4 into high-volume space. That's when sole reliance on RDRAM won't cut it anymore."

You make it sound as if Willy is like MerDUD - the first systems aren't meant for wide consumption, but the second version will be.

Northwood, aka McWilly (TM Kapkan4u), will be Intel's real weapon against AMD. As soon as it comes out, Intel may be able to do what they did to AMD in the past - raise the clock speed so fast AMD can't catch up. But McWilly doesn't come out until mid next year so Intel is left with pushing PIII further and further to provide the competition in Intel's sweet spot. AMD is so paranoid they won't tell what their roadmap has in store, so who knows if they will be able to compete once Northwood comes out. I wish I knew...

"RDRAM prices have really fallen as of late, perhaps due to the decrease in demand. I don't think the price of RDRAM is going to be much of an issue when Pentium 4 is released in initial low volumes."

Maybe for Dell, but what about for IBM, Compaq, and HP? Will Intel subsidize the cost for everyone?
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