Richard; more stuff on DRAM from that same report:
On DDR SDRAM, good news and bad news.
Good News:
"AMD has been working very closely with Micron to enable the DDR platform, and feel confident that product will be shipping by mid-Q4. Micron has indicated that they feel AMD is closer than any other manufacturer to having a functional DDR chipset."
Bad and Mixed News:
"One of the most troubling reports, which was provided by an anonymous member of Team-DDR, is that Micron is seeing incompatibilities between modules and chipsets. Currently, though Micron lists DDR modules as being available through Crucial Technology, there are a very limited number of them, and all are 64MB parts. Further, none of these modules will function on all DDR capable chipsets. As of last week, it did not appear that the problem had been identified yet. Amazingly, several motherboard manufacturers indicated that they were Beta testing DDR boards, and had not encountered any such problems - but they may be using a pre-validated set of modules."
On DRDRAM.. Mixed News:
"Despite the best efforts of Rambus, Inc., most memory manufacturers seem to be edging away from DRDRAM. Recently, sources reported that Hyundai is abandoning their DRDRAM plans, and neither Infineon nor Micron has shipped any DRDRAM to date. Samsung, Toshiba and NEC continue to produce product, however the volumes are relatively small in relation to the whole DRAM market.
Prices for DRDRAM have dropped dramatically over the past 3 months, and currently stand at twice the price of an equivalent SDRAM module. While this should be considered good news, it seems that it is having little effect on demand. Both Intel and Rambus hope that the introduction of the P4 will spur demand, however it remains to be seen how well the P4 will be received. If this does happen, however, it is possible that prices will spike upward. Intel may have anticipated this with their Rambus credit program."
realworldtech.com
(My disclaimer - I do not own stock in Rambus or any DRAM Companies.. or AMD or Intel for that matter. Just a hardware geek. :) Nor do I wish to get involved in the religious wars that RMBS people and others on here and elsewhere are involved in.. hence the reason I posted this to you here, and not on the RMBS thread.. I dont feel like reading hate mail all day.) |
