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

To: Barry Grossman who wrote (57413)	10/11/2000 3:03:16 PM
From: gnuman	Respond to of 93625

Pentium 4 won't dominate Intel sales until 2002 "When does it become the economic center of gravity and when does it become the unit volume center of gravity?" asked Bill Siu, vice president of Intel's Architecture Group. "It won't be in 2001." In 2002, the Pentium 4 will start to overtake the Pentium III in terms of revenue, he said, but "in terms of units, it will be longer than that"..... Brookwood added that the gradual conversion is necessary because of the ongoing Rambus saga. When it debuts, the Pentium 4 will work only with computers containing Rambus memory. Intel is coming out with a chipset, the piece of silicon that connects the microprocessor to the rest of the computer, that will allow PC makers to use less expensive DDR DRAM memory. "They can't ramp it in quantity until they get the DDR chipsets out," Brookwood said. "Until the 0.13-micron conversion in the second half (of 2001), it can't possibly become the...dominant product...It's for show." news.cnet.com (My prediction of 80% SDRAM next year is looking good). <G>