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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Barry Grossman who wrote (106225)	7/27/2000 1:46:27 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Barry - Re: "Seymour based his article on a false premise, that the chipset supporting SDRAM will come out 4Q00. The CNET story quoting Intel said next year. An analyst quoted in that story opined it would be 2H01." You found the key "question mark" on the future SDRAM chip set. Last September, Intel first began discussing a PC133 SDRAM chip set for Coppermine at their FALL IDF. That chip, the i815E, eventually was released in early June of this year - making it a 9+ month project (perhpas longer, depending upon how long Intel had been working on the i815 as of last September). Now, that would indicate that 9 months or more would be required for the new PC133 Willamette - give or take - depending upon the added complexity for a quad pumped Front Side Bus (a "time adder") and whatever circuit/logic that could be re-used from the i815E (a "time saver"). So, next April would probably be minimum time frame for the new CHip set to appear (Q2 2001) - and with any slips or serious complexities, add another 3 months and we're looking at July of 2001 - which happens to be H2 2001 ! There is at least one "upside' to the time frame issue. Intel is working closely with ServerWorks - which is designing a SDRAM chip set for Foster - Willamette's Server cousin. Maybe Intel can license the memory controller core from that design and couple it with the guts of the i815E chip set and accelerate the process. This, of course, is my own speculation. Paul