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: Tony Viola who wrote (104128)	6/7/2000 3:46:00 PM
From: JDN	Read Replies (1) \| Respond to of 186894

Dear Tony: I went to that site posted this morning on house of the future. While there they had a section on configuring a computer. You put in what you wanted it to do, in my case EVERYTHING and they tell you what to buy. I want the very latest, reasonably fastest with all the doodads for watching T/V, playing DVD movies, music and all. The interesting part was the answer came back 700-750mh processor AND 250 mbs of memory. So obviously at least on that site they are pushing SDRAM not RDRAM. JDN

To: Tony Viola who wrote (104128)	6/7/2000 3:53:00 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

Re: "I would like to hear from an Intel system performance architect how Rambus is worth the continuing headache and black eye it is causing Intel. Not that Intel has been executing well lately by any stretch of the imagination, but why tie a supposed great Willamette chip to a chip that's just memory and has so many issues? I agree, take it out and shoot it" Tony I think that as Intel shareholders we ALL would like an answer to this one. This is becoming so obvious a disaster that I think we have a right to call Intel management on the carpet to answer to us for their policy. This is a difficult stance for shareholders to take because management has rewarded us so handsomely for so many years but as it stands now Intel is the best friend our competition could possibly have. We are driving our customers into the arms of our competition and management needs to tells us what they are doing to reverse this too long ongoing trend. Things are not getting better they are getting worse and we need to admit that and demand an explanation and a plan to fix it. EP Intel shareholder

To: Tony Viola who wrote (104128)	6/7/2000 4:50:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

RE:"I would like to hear from an Intel system performance architect how Rambus is worth the continuing headache and black eye it is causing Intel. Not that Intel has been executing well lately by any stretch of the imagination, but why tie a supposed great Willamette chip to a chip that's just memory and has so many issues? I agree, take it out and shoot it" I would think the Intel system performance and decision making management are heavy into "cringe" right now. Lot's of C. Y. A. I suspect. I guess they should have checked more with the cost and supply side people. Actually this type of problem goes way back. Not the first time that a super duper design has failed because of lack of manufacturability. I do believe that Intel is starting to head in the right direction with the Solano 815 and a DDR chipset for Willamette but like our resident chip design man, Scumbria once said, "do you know how long it takes to design and produce a chipset"? The obvious answer is a lot longer than you think. Seems the unofficial stance is now, if RAMBUS makes it...it makes it but we have to port to DDR and 133MHz SDRAM. The main thing holding up Rambus stock has to be the hope of a court decision that says they get some royalties on DDR. So Intel decides to switch lanes and port Timmy to SDRAM...delayed until Q1, 2001...I'd say it's pretty much finished...died of HALLAtosis...this was Andys baby wasn't it? Coppermines will be really cheap by the time Timmy is supposed to hit vis a vie the X-box and Timmy won't be able to scale with Coppermine. Also, Willy and Athlon effectively kill Timmy as well...1.4 GHZ by then... JIm