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To: kemble s. matter who wrote (145755)	10/25/1999 12:52:00 PM
From: Ian@SI	Respond to of 176387

Kemble, I posted the Dataquest numbers earlier this morning. G. Dubois posted the IDC numbers as well as his analysis of probable range for earnings. ... an outstanding post and worth searching. More from INTC re 840 chipset at: semibiznews.com Following extract implies (to me, at least) that the RDRAM problems in the chipset are serious and will not be corrected any time soon. Limiting the memory capacity of the processor doesn't seem like a big selling point if one is attacking the high end server market. I suspect that RMBS will become cheaper before it resumes its climb. ... "In the Coppermine chips, nearly the entire system bandwidth is utilized," Wilson said, "compared with about two-thirds of the bandwidth being utilized in the current Pentium III chips." Best wishes, Ian. The 840 chip set, meanwhile, features dual memory channels, each of which can support up to two RDRAM modules for a total memory bandwidth of 3.2 gigabits/second. The 820 chip set was originally designed to support up to three memory modules, but the company has determined that the product does not pass validation tests in a three-module configuration. Intel now plans to release the Camino in a two-module version before the end of the year. This schedule shift means that the new 840 chip set will enable the very first RDRAM-based machines to ship shortly, according to the company. ...