Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Bob Howarth who wrote (21198)	1/25/2000 1:20:00 PM
From: Tony Viola	Respond to of 25814

Bob, Sure wish PS2 used regular drams instead of RAMBUS. Good point. Did Sony consider the low pin count or the higher bandwidth most when they chose RDRAM? Maybe Sony will buy the slower 600 Mb/sec data rate ones at discount. Tony

To: Bob Howarth who wrote (21198)	1/25/2000 1:21:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

Rambus should not be a problem for PSII - I seriously doubt they have any variable spot price contract on it. The price was nailed down way before this, probably as early as >1 1/2 years ago when they designed it in. Same with the Toshiba/Sony CPU/graphic chip and the super duper LSI I/O chip. Biggest factor IMHO will the be how fast they can ramp the yields on the 0.18um CPU/graphic chip. The faster they can ramp that thing in the fab, the faster you'll see PSII released to the US market. As an example, 2 Qs ago Intel has minor problems ramping their 0.18um and took one Q to straighten it out. My own guesstimate is the original Sept launch schedule for US was very conservative. Their fab engineers should be able to beat that by 2 to 3 months. If I were Sony, I'll be trying my best to release it during early summer. No need to compete with back to school dollars. patrick