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To: dumbmoney who wrote (32360)	10/19/1999 11:19:00 PM
From: Jdaasoc	Respond to of 93625

Found by Rmbshaqt on Yahoo. Looks like editorial in print edition of Electronic Buyers News. techweb.com October 18, 1999, Issue: 1182 Section: News -------------------------------------------------------------------------------- Intel must ship Camino in Q4 Jack Robertson Finally, after many delays, Intel says the Camino 820 chipset and associated Direct Rambus DRAM will begin shipping some time in the fourth quarter. You can bet the latest deadline will be met, since Intel and the Rambus community can't come up red-faced again. Memory-chip suppliers had already started producing some Direct RDRAM chips before the latest Camino delay, so OEMs should get immediate shipments once the chipsets hit the market. But long-term supply could be a problem if Intel can't give device makers a firm relaunch date. Several of the biggest Rambus-memory producers, including NEC Corp. and Samsung Electronics Co. Ltd., have halted RDRAM wafer production until the fog clears. When they resume, it will take two to three months to run wafers through the fab and assembly process before finished product enters the market. Intel also desperately needs to fill the chipset vacuum caused by the missing 820. The microprocessor giant's chipset strategy early this year was two-pronged: the Camino 820 targeted the mainstream market and high-end PCs, while the 810 chipset was aimed at low-priced, value-line PCs. The shortage of existing 440BX chipsets in the past few months could have pushed PC makers to transition to the new double-barreled chipset offerings, if the 820 were available. But lacking the 820 chipset, Intel is limping along on only one leg of that strategy, with just the 810. In addition, Camino was supposed to support the new 600-MHz Pentium III, as well as the soon-to-be-unveiled 700-MHz processor. Intel is forced to make do by asking its 810e value-line chipset to support the highest-speed Pentiums just because it has a 133-MHz frontside bus that other existing chipsets lack. A new chipset, the 840, or Carmel, is slated to debut next week and will target high-end workstations and servers. But Carmel may also be called on to support midrange PCs. The Carmel has a 133-MHz frontside processor bus, but presumably will allow Intel to finally get Direct Rambus into the market. But the 840 is a more expensive dual- channel Rambus chipset that is probably overkill for most PCs. Intel still has a window of opportunity. Competing PC133 SDRAM memory chips and chipsets are just starting to ramp and may not make a strong showing before Jan. 1. Even the more competitive double-data-rate PC266 SDRAMs were never slated to start shipping until early next year. By then Intel may have its act together, and the Camino snafu could end up being merely a distant memory. Copyright © 1999 CMP Media Inc.