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

To: Barry Grossman who wrote (41478)	5/7/2000 5:22:00 AM
From: Elmer	Read Replies (2) \| Respond to of 93625

Re: "Otellini's statement that "Willamette machines from a wide variety of manufacturers will be in the market in high volumes for the peak selling season in 2000." implies that there WILL BE adequate RDRAM to go along with them." Maybe but not necessarily. There has been talk about a 133MHz Memory Translator Hub for use of SDRAM. ebnews.com "The uncertainty surrounding Rambus availability and performance yields is prompting Intel to develop two key contingency plans, according to sources. The first would allow the Willamette's Tehama chipset to interact with lower-speed, 600-MHz Rambus chips, while a second, more ominous, option would see the company offering a memory translator hub that would connect certain Willamette-class chipsets with widely available PC133 SDRAM" EP

To: Barry Grossman who wrote (41478)	5/7/2000 8:29:00 AM
From: gnuman	Read Replies (2) \| Respond to of 93625

Barry, re: [How does Intel know that there will be enough RDRAM to go along with those HIGH VOLUMES of willys?] It looks to me that memory has become a new factor in Intel's segmentation policy. (Probably due to the low yields of 800mHz product. Samsung claims currently 20%). There must be an inventory of 600/700 MHz product building. One way to solve it is to bring Willamette out for the mid range segment. Going forward I imagine there will always be a speed distribution for RIMM's, and you need platforms that use them. I have to wonder how a 1gHz CPU with RDRAM600 will stack up? It does solve the problem I cited earlier to you. "Intel's Willamette MPU to infiltrate midrange PC market" ebnonline.com "Rambus availability, yields could dictate Intel chip performance" Even Samsung Semiconductor Inc., the major volume supplier of Direct Rambus DRAM to the PC market, conceded that yields of the most desired 800-MHz Rambus version "are still too low." Bob Eminian, vice president of marketing at the San Jose company, said Samsung expects to devote up to 20% of its product mix to Direct RDRAM this year, but that only 20% of Rambus chips now shipping are binned out at 800 MHz. "And that's a factor of yields," Eminian said. ebns.com [Could not Intel sell willy, rdram & tehama - the whole shebang - as a package to the OEMs?] I think that's exactly what the OEM's want. If memory serves me, Gelsinger said 80% of Intel product would ship with mother boards by the end of the year. (Up from 30% currently). And my guess is they will come with RIMM's tested in the mobo. Test and QA of these new platforms is beyond the capability of most box makers. And if PIII migrates to the value segment, what becomes of Celeron? JMHO's