SI
SI
discoversearch

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 : AMD/INTC/RMBS et ALL -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (37)9/11/1999 4:16:00 PM
From: kash johal  Read Replies (1) | Respond to of 271
 
Dan3,

Re:" 810e chipset"

I agree it is a done deal.

I also believe that Intel will hold off until it surveys the 820/DRDRAM market response.

If Rambus supply falters or performance is lacking they will push 810e hard.

Otherwise they won't start pushing till Q1 2000.

IMHO this is very clever and proper for INTC to hedge their bets this way.

regards,

Kash



To: Dan3 who wrote (37)9/11/1999 9:47:00 PM
From: Dan3  Respond to of 271
 
Effects of current DRAM pricing...

If SDRAM prices stay high, will the RAM producers be less likely to decide that switching some of their production lines over to rambus is worth the time, cost, and risk?

Why shut down a line and incur additional expenses when you can just leave it the way it is and mint money? Why start up a 128mbit rambus line when you can start up a 256mbit SDRAM line with fewer risks and make greater profits?

Dan


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News