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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: TigerPaw who wrote (35956)	12/18/1999 10:46:00 PM
From: dumbmoney	Respond to of 93625

I suppose if Rambus had no delays, then PC133 would never have seen the light of day, but the swap from 810 to 810E took almost no time, so Intel was ready all along. 810E does not support PC133. It doesn't support AGP either, which makes it useless as a replacement for the old mainstream chipset (BX).

To: TigerPaw who wrote (35956)	12/19/1999 1:37:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

TP: then PC133 would never have seen the light of day, but the swap from 810 to 810E took almost no time, so Intel was ready all along. The major difference between 810 and 810e chipsets was not memory support but on board video subsystem improvements. The next chipset, the 815 chipset is the product that definitely addresses PC133 support. The question should be is how fast does that chipset start to appear. My feeling is details will be announced shortly after the beginning of year. The value desktop market always needs marginal performance improvements at no added cost. My feeling on RDRAM's next major threat, DDR, is that if it was such good technology why would it be 6 months behind RDRAM on Micron's road maps. 128 Mbit RDRAM chips are expected from Micron in 1Q while 128 MBit DDR chips are not expected until 3Q. john