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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.26-11.1%Dec 12 3:59 PM EST
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To: jim kelley who wrote (63998)1/10/2001 8:25:30 AM
From: gnuman  Read Replies (1) of 93625
 
Jim, re: I believe that it is actually a moot thesis because the P3 will be pushed
into the low end of the market by year end and there will be no Celerons being produced

Eventually PIII will replace Celeron in the Value segment, but I doubt if it will happen this year. The Intel segmentation strategy requires significance performance advantage of Mainstream over Value. That differential is much less with PIII than Celeron. (Celeron is a crippled PIII. Intel could have pushed PIII into the Value segment years ago, but it would have had significant impact on margins. They needed to maintain a performance advantage in the Performance/Mainstream segments. I also think the i820 was intended to provide advantage of the Performance segment over Mainstream).
I expect this year the goal is to get P4 into all Performance PC's, and begin to migrate into Mainstream.
And as PIII replaces Celeron, it doesn't change the dynamics of segment pricing. The Value segment and most of the Mainstream segments will still use SDRAM.
One way to look at it, PIII replacement of Celeron doesn't add anything to RDRAM production.
And there still is a question as to what memory will be used with P4 in the Mainstream segment. We need to keep an eye on the road map. When/if Brookdale is introduced, will it support SDRAM/DDR?
In 2002 256MB DIMM's will be priced like 128MB today. How close can RDRAM get?
JMHO's
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