SI
SI
discoversearch

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 (115110)10/29/2000 2:39:39 PM
From: jim kelley  Read Replies (1) | Respond to of 186894
 
You are so intent on blame shifting that you can't see what is on the end of your nose.

The P4 is due out in a matter of weeks. If it fails to deliver impressive performance then RDRAM needs to be reconsidered. You guys are damning your own P4 launch. <LOL>



To: Tony Viola who wrote (115110)10/29/2000 2:42:23 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
Tony,
RE:"Personally, I think the "Rambus advantage" is way overblown, and definitely not worth the headaches, both in the technology, and politically with the DRAM vendors and the OEMs. The advances in cache memory and impending DRAM on chip make Rambus a don't care. Intel doesn't need them."

Over all a great post!

BTW, what advances are you refering to? embedded?

Jim



To: Tony Viola who wrote (115110)10/29/2000 2:52:01 PM
From: dmf  Read Replies (2) | Respond to of 186894
 
Tony, RE: " Personally, I think the "Rambus advantage" is way overblown, and definitely not worth the headaches, both in the technology, and politically with the DRAM vendors and the OEMs. The advances in cache memory and impending DRAM on chip make Rambus a don't care. Intel doesn't need them."

Sounds as if AMD thinks Rambus might be needed at higher Mhz:

pcworld.com

Not sure if this came off the Intel thread or the Rambus thread. Forgive me if it's a repeat, but here's a quote:

"In the quest for even more speed, sources say AMD is also looking into using RDRAM (Rambus DRAM) in future Athlon processors. While a more expensive memory solution that requires the user to pay licensing fees, RDRAM outpaces DDR SDRAM by a considerable margin.

Officials for Santa Clara, Calif.-based Intel, which has been AMD's chief rival, said Friday that the company's next-generation Pentium IV processor will likely ship with RDRAM. (See "Intel Still Believes in Rambus." )

The URL is for an InfoWorld article by Dan Neel, dated
October 27, 2000.

My point was that it's hard to believe everything Intel has been saying lately because Barrett and others have said so many different things. It's hard not to notice that the conflicting stories seem to depend more on what Intel wants at the moment rather than any objective analysis.

If Intel bet their future on the D team, that doesn't say much about management's judgment. I thought that Intel performance reviews would assure stockholders that the D team is working on someone else's problems, not Intel's.

dmf

BTW Rambus isn't my real concern. Intel's credibility is.



To: Tony Viola who wrote (115110)10/29/2000 3:45:56 PM
From: Elmer  Read Replies (1) | Respond to of 186894
 
Re: "Intel didn't put the "A" engineering team on the initial Rambus evaluation. They put the "D" team on it (or none at all)"

Tony I think you're being very unfair to the engineers who worked on RamBus for Intel, I know, I was involved. Recent reports in the press have blamed management for ignoring the engineers and I have no cause to disagree.

EP



To: Tony Viola who wrote (115110)10/29/2000 5:45:44 PM
From: Amy J  Read Replies (1) | Respond to of 186894
 
RE: "Intel didn't put the "A" engineering team on the initial Rambus evaluation. They put the "D" team on it (or none at all)."
---------------------

This is not true.

Amy J



To: Tony Viola who wrote (115110)10/31/2000 7:50:02 AM
From: Amy J  Read Replies (2) | Respond to of 186894
 
RE: "The advances in cache memory and impending DRAM on chip make Rambus a don't care. "

Hi Tony,

Even for the very high-end of the market? Let's fast forward out of today's markets, but into the future.

The advances are scalable up to what speed?

i.e. If the other memory options are able to scale up, then Intel doesn't need Rambus for the high-end. However, I had the impression that Intel currently needs Rambus in the high-end market until other solutions are scalable.

Maybe you or Paul could shed some light on this topic?

Regards,
Amy J