Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: jim kelley who wrote (53381)	9/14/2000 2:13:08 PM
From: Tenchusatsu	Read Replies (2) of 93625

Jim, part of the barrier to high Pentium 4 volumes revolves around the chipset and the platform. The initial platforms for Pentium 4 are rather high cost. That limits the acceptability in a market where the vast majority of consumers will not spend more than $1500 for a computer. Another part of the barrier is the Pentium 4 itself and its rather large die size. Balancing production between Pentium III and Pentium 4 will be a delicate act, assuming that two or three potential Pentium III's is equivalent to one potential Pentium 4. It's best to gradually phase in Pentium 4 volumes, rather than make the transition too abrupt. (That's a major reason why I don't believe that YUK Register article regarding the Israeli fab, since a quick transition like that makes no sense.) So in short, I'm confident that Intel COULD crank out millions of Pentium 4's at release if Intel really wanted to. But I don't think that would be the best course of action, given the opportunity costs. Tenchusatsu

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