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

To: Richard Habib who wrote (38977)	3/28/2000 2:54:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

Rich, Intel plans on releasing a chipset called the 815, a.k.a. Solano. This chipset will support PC133 SDRAM, an integrated graphics controller (like the 810 chipset), plus an external AGP interface so that system builders can bypass the integrated graphics and go with a third-party controller. I think Intel originally planned on a release early in Q2, but decided to hold off a couple of months in order to add USB 2.0 and UltraATA-100 support to the chipset. (820 and 840 will also support USB 2.0 and UATA-100 at the same time, probably around June.) I've always said that PC133 SDRAM would be a perfect fit for a chipset that uses an integrated graphics controller, like the 810 and 815. That controller can definitely use the 33% extra bandwidth (compared to PC100), and it should also be inexpensive, which is perfect for the low-end where integration makes sense. By the way, the only way 820 will be cannibalized is if 815 demonstrates similar or better performance using PC133 SDRAM. I don't expect this to be the case, but if it is, vendors will quickly choose 815 over 820. And that would mean a lot of trouble for RMBS. But so far, I think 815 will only serve as a replacement for 810e and 440BX. I don't think it will replace 820 supporting RDRAM natively. Tenchusatsu