SI
SI
discoversearch

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


To: steve harris who wrote (42574)5/19/2000 4:42:00 PM
From: Tenchusatsu  Respond to of 93625
 
Steve, <What would be the difficulties involved with Intel manufacturing their own RDRAM? Feasible or out of the question?>

After Intel got out of DRAM back in 1983, I doubt they'd want to go back in. Besides, it's not like Intel has enough manufacturing capacity for its existing portfolio of products (processors, chipsets, flash, etc.)

Tenchusatsu



To: steve harris who wrote (42574)5/19/2000 5:46:00 PM
From: andy kelly  Read Replies (1) | Respond to of 93625
 
Steve

I've been wondering the same thing. Too bad Process Boy is not still around. It seems like an approach worth investigating. They must still have some IP, and times do change and sometimes make things feasible that were not so in the past. Fab capacity is a problem, but if it is important enough, seems like they could take one of the flash fabs and convert it over. If they did it, it might get the ball rolling.

Andy



To: steve harris who wrote (42574)5/19/2000 7:10:00 PM
From: jim kelley  Read Replies (1) | Respond to of 93625
 
Re: "I base this question on Intel stating they wanted 80% of their processors shipping with Intel motherboards by the end of the year."

Hmm... interesting. Do you mean INTEL makes the Motherboards or just supplies the motherboard design and recipe?




To: steve harris who wrote (42574)5/19/2000 8:37:00 PM
From: SBHX  Respond to of 93625
 
Intel is used to much higher dollars / wafer to be trying anything like this, unless RDRAM stays expensive, but that defeats their main purpose. All the other stuff : flashram, cpu, system hubs (was: North+South Bridge) provides much better $s. Of course if flashram was to suddenly fall steeply (not likely in the short to medium term).

yahoo.cnet.com
BTW, if I read what the memory manufacturers are saying correctly from the failed intel initiated mtg : all else being equal, rdram is more expensive than ddr sdram because of cost structure : (someone please define this. Is this manufacturing+testing or yield or licensing or all of above? How much MORE expensive? Can't justify the 3x)

I have no idea what is required to test rimm speed grading, so I'm just extrapolating what the CNET quote said.

The real kicker will be if DDR sdram can be produced at the 5ns speeds like SDR sdram, which should be enough until QDR. The transition from SDR->DDR has many parallels between fastpage->EDO.

What would be the difficulties involved with Intel manufacturing their own RDRAM? Feasible or out of the question?

To cut to the chase : not likely.