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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

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Nov 21 9:30 AM EST

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To: grok who wrote (82134)	5/30/1999 3:22:00 PM
From: Paul Engel	Read Replies (4) of 186894

KZNerd - Re: "If for some reason Intel decided that Rambus wasn't such a great idea, do they have the chip sets in work to use sdram instead? You're pretty up-to-date on chip sets so I wonder if you can reply in regards to how well Intel has hedged its bets on dram." Intel may not have hedged this RAMBUS bet properly. The issue, I see, is if Intel can offer a PC133 SDRAM compliant chip support to supply a 133 MHz FSB & memory for the Coppermine. I don't think they have an immediately available answer to this in the form of a 44xxx type chip set. There used to be talk of an interface chip that would allow SDRAM modules to be plugged in to RIMM sockets - sitting between the Camino Chip Set and the RIMM sockets, thereby allowing SDRAM memory to be used with the Camino. I sure hope that "solution" is available, but I haven't heard much about this in recent months. At this point, the RAMBUS jeopardy seems to be focusing not on functionality - Intel seems to have resolved those issues - but on performance. If RAMBUS provides minimal, or no, performance advantage over PC133 SDRAMS, then the issue quickly becomes one of COST ! The Coppermine/Camino/RAMBUS solution then goes UP in price since the RAMBUS memory will cost more than SDRAM memory. How, then, will Intel deal with this COST ADDER ? Paul

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