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: kash johal who wrote (103240)	5/10/2000 2:00:00 PM
From: The Duke of URL©	Respond to of 186894

Kash: Thank you for the information. Come to think about it, Dell was pretty familiar with the problem (having discovered it) and if, when someone ordered sdram, they used an 810e, and when someone ordered ddram they gave them the 820, then walllah! no problemo. :) I guess its not going to be that simple. :))

To: kash johal who wrote (103240)	5/10/2000 2:14:00 PM
From: Road Walker	Read Replies (3) \| Respond to of 186894

Kash, According to CNET article, Intel will replace sdram with rdram if that's OK with the customer, otherwise will replace the MB. yahoo.cnet.com John

To: kash johal who wrote (103240)	5/10/2000 2:14:00 PM
From: Tenchusatsu	Respond to of 186894

Kash, <I think the loss will be negligible. As I understand it - perhaps tench can clarify if i am wrong.> I don't know. Intel said less than one million 820 motherboards were shipped with that pesky MTH component. I thought it was more, especially considering the reports that more 820 motherboards supported SDRAM over RDRAM. So I don't think anyone, especially no one at Intel, can quantify the loss, except in potential worst-case terms. And besides, it's not like Intel to give specifics anyway. ;-) If I were in marketing, I'd be slightly tempted to try and cover this up and blame the symptoms (crashes and reboots) on Microsoft ... just kidding. Tenchusatsu P.S. - Contrary to expectation, I didn't see too much gloating over on the AMD thread. Perhaps everyone is a little gun-shy right now thanks to the market's tech-tank.

To: kash johal who wrote (103240)	5/10/2000 7:57:00 PM
From: Petz	Respond to of 186894

kash, re:<quantifying the loss> However the "faulty" MB's are still good for use with rambus. So they can just rework the MBs and take off the MTH chip. Worst case maybe a $30 cost for handling etc. The motherboard cost is minor. Replacing a customer's SDRAM with RDRAM is NOT minor. About $400 for a 128M RIMM. Do you really think that Samsung will give Intel favorable pricing for the RIMM's? Why should they, they are in the driver's seat. Furthermore, a LOT of these i820 motherboards wound up on the grey market of very small system integrators, a.k.a., "screwdriver shops." These guys are not dummys and will load them up with 512M of RDRAM for less than $400 before sending them back to Intel. Intel will be obligated to return them with 512M of RDRAM, except that 256M RIMM's are extremely expensive, over $1,000 each. I predict this RDRAM for SDRAM will not happen. It would take Intel six months to accumulate enough RDRAM to do it. Petz