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

To: JDN who wrote (100690)	3/11/2000 11:13:00 AM
From: rudedog	Read Replies (2) \| Respond to of 186894

JDN - re; I got a feeling it would be tough for any competing system not already out there, such as SDRAM is, to horn in now. RDRAM is trying to "horn in" on the existing memory market, not the other way around. Intel has a lot of architectural stroke but with the current state of the technology, RDRAM has a poor value proposition. At the low end there is no performance advantage and much higher cost. In the high end, where buyers will pay a premium, the design challenges in doing large systems with RDRAM have held back adoption, and many key applications like database engines run faster on SDRAM. The people pushing RDRAM therefore have an uphill battle... in order to bring costs down they need to get volumes up and enable more suppliers. But volumes will not go up until there is a clear performance advantage and the promise of lower costs. In the meantime, the competing technologies are not standing still... The game market may actually prove to be the saving grace for RDRAM - since that is an application where specialized architectures using multiple channels of RDRAM can get a substantial benefit, and where the latency penalty of RDRAM is a lot less important. That market might drive enough volume to get prices down, and then the other markets might spin up. I am not up to speed on high performance graphics cards - I'll have to ask my son <ggg>