Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (82137)	5/30/1999 5:23:00 PM
From: kash johal	Read Replies (3) of 186894

Paul, Re: "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 ?" I think there is a motherboard jeopardy as well. Intel went to the slot archirecture beacuase L2 cache rams needed to be close to the CPU. So instead of having them on the PC board they were embedded onto the CPU package for quality and reliability. I think the MB costs for Rambus will be much higher due to the manufacturing problems of handling the RIMMS away from the CPU. Perhaps they should have gone to a slot design or something for coppermine. They would have the coppermine and the RDRAM on the same module. They could sell several options from 128Mb RAM to 512Mb RAM. Having 800Mhz signal wandering all over the board creates major problems in design/manufacturing and quality. I am sure the problems will be solved but it may well take 3-6 months. However a 3 month delay would cause them to miss the all important Q4 selling season. In the worst case I imagine they can still sell Coppermine with 100Mhz SDRAM - I think. Several folks have documented that the RDRAM doesn't buy much over SDRAM anyway- so they still should have pretty good performance with regular SRDRAM and Coppermine. Obviously it would be a disaster for Rambus if this blows up, but other than it bruising the egoes at folks at Intel it may not be a big deal at all. Regards, Kash.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next