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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (100570)	3/9/2000 9:30:00 AM
From: JDN	Read Replies (1) \| Respond to of 186894

Dear Rudedog: Your comments have merit, but my concern is this: Lets suppose I must buy a computer this year and want to be able to UPGRADE it down the road. If I go the SDRAM route now as opposed to the RDRAM route, do you suppose I could still upgrade to RDRAM (improved). This is what happened to me now. I have a computer that for all intensive purposes cannot be upgraded without spending more money and getting less than just chucking it and buying a new one. I wish to avoid that in the future. I want to buy a system that can be upgraded the most efficiently. JDN

To: rudedog who wrote (100570)	3/10/2000 12:48:00 PM
From: Daniel Schuh	Read Replies (2) \| Respond to of 186894

Sorry, rudedog, but I can't see this as the end of the cycle for SDRAM. PC200 DDR looks very doable, near term, and given that PC133 non-ddr is now virtually standard, I imagine PC266 is not out of reach. Given that Rambus seems to be bleeding edge at PC800, getting its costs down to even 2x SDRAM seems difficult. I know Rambus has certain theoretical advantages, but real world performance just doesn't seem to be there. Right now, Intel has two apparently quite problematic chipsets in the 820 and 840 supporting Rambus, and the BX is scheduled for the dustbin in the fall. Right now, Intel seems to be giving up a bunch of the chipset market to Via, right? That's what Compaq uses, I assume? Intel's suing Via too, but the cumine EB parts would be looking pretty sick if they could only be used with the 820/840, with Rambus or the horrendous SDRAM kludge translator. Cheers, Dan.