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To: benwood who wrote (49011)	10/5/1999 9:06:00 PM
From: Rachel M. Kuecks	Respond to of 53903

Intel Camino chip-set confuses PC industry David Manners Intel's failure to bring out the Camino chip-set to implement the Rambus memory architecture has caused confusion in the PC industry and losses to DRAM manufacturers who have been making Direct Rambus DRAMs. It has also worsened the existing shortage of conventional synchronous DRAM. "A lot of memory makers were producing Rambus DRAMs," Ken Jones, v-p of marketing at DRAM market leader Samsung, told EW, "but the capacity now has to be stocked because we can't sell it. Because we've been making Rambus, we have had less capacity for synchronous. However the PC companies have gone off Rambus because, without Camino, they can't make Rambus PCs, so demand for synchronous has gone up. Synchronous will be really tight in Q4." At Toshiba the situation is much the same. "We've been making Rambus but it's been delayed for some time - maybe for another quarter - so we are moving production to synchronous," said Helmut Schock, Toshiba's memory boss for Europe. According to DRAM price trackers ICIS-LOR, the price of a 64Mbit synchronous DRAM rose from $6.50 in the first week of September to over $17 last week. With every DRAM manufacturer at full capacity and much of Taiwan off-line for the time being, prices may increase. One result is, says Schock: "It will start to affect the Mbytes per PC". Andrew Norwood of Hyundai asked: "Will we see PCs shipping with less memory?" Camino was originally supposed to ship in August. Technical hitches delayed it. Then Intel announced last week, on the same day it was due to roll it out, that Camino still had problems. The result is confusion. "What's going to happen in Q1 2000," asked Samsung's Jones, "will Rambus be fixed? Should we be making Rambus DRAMs or synchronous? It takes a couple of months from wafer in to product output." electronicsweekly.co.uk