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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.0%Nov 21 9:30 AM EST

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To: tinkershaw who wrote (75492)7/10/2001 8:16:06 AM
From: gnuman  Read Replies (2) of 93625
 
tinkershaw, re: Intel has one, one, one, desktop CPU on its roadmap, and it has been stated as an interim solution at best, a solution not due out until 2002 and one that utilizes DDR 1600. Not much to place your hat on. But any port in a storm I suppose.

Why is there this general perception that everyone wants or needs a "Performance" PC? (Why is Celeron so successful in the Business segment?)
It's important to recognize that a relatively small percentage of purchases are for a "Performance" PC. (I think this is particularly true in the business segment). And with system performance far outpacing the needs of most users, the situation may get worse.
Intel produces platforms that are specific to market segments. At spring IDF they showed four Desk Top segments for PIII/P4; Performance, Mainstream 1, 2 and 3. The segments are differentiated by price/peformance. DRDRAM is the "Performance" choice. The i845 is shown as the Mainstream 1 choice, and sharing Mainstream 2 and 3 with the i850.
For a number of reasons SDRAM will have a large share of the Desk Top market for the next couple of years. As PIII enters EOL, Intel needs the i845/SDRAM solution for P4.
DDR offers an effective way to create a mid range PC that can be differentiated between the Performance, (DRDRAM), and low-end, (SDRAM), desk top. Whether the limitation to DDR200 is because of technical or marketing reasons isn't clear, but it still offers better performance than SDRAM.
As one Intel executive has been reported as stating, "All three DRAM types will co- exist on the Desk-Top". The market will determine the share of each.
JMO's
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