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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

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Dec 5 9:30 AM EST

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To: jim kelley who wrote (115069)	10/28/2000 6:08:01 PM
From: gnuman	Read Replies (1) of 186894

Kelley, 1) They cut the 820 performance apparently for market positioning reasons ( about 15%). They didn't cut performance on the i820. The power/performance problem you've been discussing on the Rambus thread is basically the latency issue when switching power modes on the RIMM's. (The Pool A and B situation). That's an RDRAM issue, not an Intel issue. The suckers can get pretty hot. 2) They tried to marry the 820 to a MTH which did not work, and gave the 820 a "black eye". They did this at the request of the PC industry. RDRAM's are too expensive for that segment. 3) Having screwed up several times already they tried again to marry a MTP to an SOIC solution. Which was idiotic. That was an attempt to save Timna, which had no market with DRDRAM. The 820 should have been RDRAM only. The i820 has been "RDRAM only" for some time now. Not selling too well, is my guess. JMHO's

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