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To: wily who wrote (157)	10/6/1999 10:02:00 AM
From: Bilow	Read Replies (1) \| Respond to of 271

Hi wily; Re the engineering fix... Probably lower data rates, or memory redundancy. Requiring ECC, for instance, might do it, but would throw in another 12% die penalty for RDRAM. Sometimes the engineering fix is unacceptable to the user. When this happens, they send the engineers back to burn more midnight oil, (and all three ends of each candle,) until they come up with a solution that is acceptable. My guess is that an unacceptable solution is already known. I wish they would be more open about it. If it is a case of problems with read back because of non-linearities, then they have to redo the RDRAM memory chips, cause that is where the non-linearity comes from. If it is from mismatched impedance reflections (which are going to be twice as bad on reads as compared to writes,) then they are going to tear up motherboards, and force them to be more tightly speced. This may not be acceptable to the box makers. Same could happen to RIMM modules, particularly given that a RIMM module with an off impedance is prominently listed in the HWP sales literature for TDR measurements... If that's the cause, the memory makers could have to suck back up those RIMMs. If it is general noise pick up (which could be bad for both reads and writes), then they are going to require motherboards have more room. I really don't think it is likely to be the Camino that is causing problems right now. So I think they will announce something within the next two weeks. By October 27 (coppermine time?). If they still haven't figured it out by late October, then they do have a Camino problem, and will delay everything for 2 or 3 months. Big problem then. I wonder about the lack of information. The only conclusion I can come to is that INTC figures on losing fewer customers by being quiet than they would by being forthcoming. Every day this delays is a mini-disaster, but RMBS stock doesn't seem to care. If Intel only has an unacceptable solution, it is plain why they aren't talking - they don't want to scare everybody off. -- Carl