Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.87

+3.8%

11:01 AM EST

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To: Dave B who wrote (65631)	2/8/2001 7:38:07 PM
From: Bilow	Read Replies (1) of 93625

Hi Dave B; The major vendors support Intel more than AMD. The first DDR chipsets were AMD chipsets, not Intel chipsets. I think this accounts for most of the difference between the product launches. But there is no question that DDR DIMMs are now more available, than RDRAM RIMMs were at a corresponding time. In addition, DDR DIMMs are already considerably cheaper than RDRAM RIMMs, even though DDR is so young. All the board makers are showing DDR product. As far as Toshiba production moving to RDRAM, this is not too surprising given how important Toshiba is in RDRAM manufacturing. The real question is how much of the industry moves over to DDR when it becomes available. Intel's DDR chip in 1Q02 (or later) is not the gating issue. The Taiwanese will provide DDR chipsets for Intel CPUs long before that, and the result will very likely be similar to the PC133 conversion - Intel will lose market share until they catch up. -- Carl

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