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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.19+2.8%Nov 19 3:59 PM EST

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To: Ian@SI who started this subject8/22/2000 12:42:29 AM
From: happy_henry  Read Replies (3) of 93625
 
Intel Widens Rambus Gap - Gelsinger Acknowledges Price Problem

My comments below.

theregister.co.uk

22/08/2000 at 02:38 GMT

At a press conference held in San Jose this afternoon, Pat
Gelsinger, chief technology officer of Intel's architecture group,
acknowledged that the price of Rambus RIMMs had disappointed
the firm.

But, at the same time, he said that Intel still considered Rambus
memory to be the best technology for its up-and-coming
Pentium 4 (Willamette) 32-bit processor.

Gelsinger said: "RDRAM hasn't hit the price and volume levels
we were hoping for. Unfortunately, the volume and price levels
haven't developed as fast as we hope.


"Fundamenally, what we said [at the Spring Intel Developer
Forum] is still accurate. RDRAM is the best and primary memory
for Pentium 4."

He said that SDRAM, which will be offered for the Pentium 4 in
the second half of next year, is intended for the low end of the
marketplace.

(more to article, but unrelated to Rambus)
®

My comments:
Of course he's obligated to say the bits about Rambus still being the best option for P4. Wouldn't want to risk breaking the Rambus contract more than they have... The important point here is that likely by the time P4 is shipping in any real volume, cheaper, better performing DDR chipsets will be available. Once again, further proof of Rambus memory being dead beyond any hope of resurrection.

Henry

nts.dyndns.org
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