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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: IngotWeTrust who wrote (15085)	11/12/2000 5:41:40 PM
From: Voltaire	Read Replies (1) of 65232

Gartner ups 2001 RDRAM Estimates Save Post Gartner Ups RDRAM Estimates Gartner group has just upped its estimates of RDRAM production for 2001 from 20-25% to 29% (the latest numbers are available at www.dramreview.com, among other places). The branch of Gartner responsible for making such estimates is DataQuest. Significantly, the Gartner/DataQuest move came AFTER Intel anounced it was considering other chipsets using SDRAM memory for the Pentium 4 later in 2001. Intel remains committed to an RDRAM only launch of the Pentium 4. No one but Intel ever believed the transition to RDRAM could be completed in one or two years. Probably Intel did not believe it either, but wanted to get the ball rolling. The Register’s Andrew Thomas has astonishingly ignored these important developments, and instead seized on comments by a single analyst – apparently uninvolved with and certainly unknowledgeable about the related issues – to claim that Gartner is moving in the opposite directions as its actual projections. The absurd comments by a "Kevin Knox" indicate that although RDRAM has been immensely profitable for all involved (Samsung has far outperformed Hyundai; Dell has seen it’s workstation share explode; SonyPlayStation2 is already clearly a winner for Toshiba as well as Sony, etc.), these companies have suddenly grown tired of profiting at their competiters expense. The never-never land of DDR advocates such as Mr. Thomas has never been more unreal. Incidentally, with the failed launch of the AMD 760 DDR chipset, no DDR PC is shipping anywhere in the world. Mr. Thomas’s proclivitity for emblishment is readily apparent by contrasting what Intel says about RDRAM (that it offers by far the best performance) with what Mr. Thomas incorrectly ascribes to Intel ("whoops we’re sorry we ever got involved", an apparent fabrication). Anyone in doubt about Intel’s position should read Intel statements for themselves: Intel on RDRAM intel.com

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