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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: nolimitz who wrote (2100)	9/18/2000 7:38:53 PM
From: Voltaire	Read Replies (3) \| Respond to of 65232

FOSTER, big win for RMBS. NOW WILL USE RDRAM AS WELL PLUS ON DDR ROYALTIES ARE TWICE AS MUCH. VOLTAIRE View Next 10 Messages \| Respond \| Previous \| Next To: Dan3 who wrote (53699) From: sylvester80 Sunday, Sep 17, 2000 6:18 PM ET Reply # of 53934 From Intel themselves since Feb IDF. They have specifically said that Foster was going to be DDR and DDR only and PC1600 DDR at that due to many instability problems with PC2100. This was clearly stated at the Feb IDF by Intel. In fact, when it happened, many of the DDR trolls have used it as propaganda that Intel was supporting DDR. It is funny that you now will try to deny it. The big news of course, is that Foster was going to be DDR and DDR only, and instead we now see that it is going to be RDRAM as well, which is unexpected and big news for Rambus. From theregister.co.uk May 24, 2000 theregister.co.uk "Further, Intel's DDR focus is on 100MHz (200MT/s) registered DDR DIMMs, and will be used in the mid range and high end four way server market - which, by the by, seems to be the initial target for the Foster (nee Willamette) platform." "Rambus doesn't even get a look-in on the server roadmaps we were shown." And then on a later article from theregister.co.uk again we get: "the 860 chipset for Foster, supports dual processors initially, has a 400MHz data bus, will support an 8/4GB memory configuration and appears to support Rambus solution in its first iteration." So the fact that we went from Foster from the very beginning being a DDR only platform to now being a RDRAM and DDR platform is a big win for Rambus. And in fact we are seeing that RDRAM with Foster and servers may in fact appear first. This is big news for Rambus and is a new market for them. It also brings to the front the many stability and incompatibility (not to mention outright vaporware) that DDR has. It is also very telling that many of the DDR chipsets we are now being told that may ship (when/if they ship) with SDRAM instead of DDR. The DDR hype is turning out to be the biggest vaporware fiasco in high tech history.