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

To: gnuman who wrote (39455)	4/9/2000 7:11:00 PM
From: jim kelley	Read Replies (5) \| Respond to of 93625

Gene, I know you have been asking this question for a while. Both the 810 and 815 chip sets are lower cost, lower capability machines than the 820 and 840 desktops. It appears that the 810 is a Celeron platform which can not really benefit from RDRAM speed. Also, I expect that this low cost platform is a leads to an architectural dead end. The 815 (SOLANO) also uses SDRAM and can not really benefit from RADRAM either due to architectural performance restrictions. It is not intended to compete with the 820 or 840 systems which do use RDRAM. Both these systems are architectural dead ends because they use the older PII CPU architecture. The new Williamette CPU architecture will soon supplant the older architecture. As the processing speeds on the 815 class machines increase the SDRAM will be replaced with RDRAM. SDRAM is likely to continued to be used in the 810 class machines for some time to come. (Take a look at the Intel memory road map.) As RDRAM volume ramps and production costs drop and there is ample supply of the chips, RDRAM will become the memory of choice for platforms that can utilize their speed. So INTEL's actions are perfectly consistent with their memory road map. There is nothing sneaky going on here to undermine RAMBUS.<G> intel.com Now I know you have seen this map before but perhaps you did not put it all together with respect to the road map time frame. :)