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

To: Tenchusatsu who wrote (53388)	9/14/2000 2:22:46 PM
From: chic_hearne	Read Replies (3) \| Respond to of 93625

Re: So in short, I'm confident that Intel COULD crank out millions of Pentium 4's at release if Intel really wanted to Tench, I think Intel WOULD be cranking out MILLIONS of P4's if there was DRDRAM support from the memory makers. There is clearly not as they are abandoning Rambus now. Until there is a DDR chipset in late 2001, I don't expect any volume of P4. Something to think about, it takes 18-24 months to design a chipset. This means Intel dumped Rambus 6-12 months ago. This may explain Rambus' desperation with these new patent lawsuits. chic

To: Tenchusatsu who wrote (53388)	9/14/2000 2:31:26 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Ten I do not think a 2000 dollar cost for the latest processor and chipset represents a barrier to sales at all. Whether the Register article is accurate or not I do not know but it is currently the only article discussing production. I might add the article seems credible especially in view of the introductory price of the P4. It could be a killer product in the performance desk top and workstation market from the outset. It seems to me that the main issues here for Intel are the launch risk which can be greatly reduced by a much more stringent Beta test period and software driver etc issues. Obviously, software compiled and optimized to perform with Intel new architecture and chipset will have higher performance than the unrecompiled software. JMO