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

To: Tony Viola who wrote (115216)	10/30/2000 1:08:00 PM
From: John Walliker	Respond to of 186894

Tony, Do you know what went wrong? No, I wish I did - as a Rambus and Intel investor. I keep asking, but nobody has come up with a convincing (to me) explanation for exactly what went wrong. ...but if you don't design in the transmission line environment perfectly, it's prone to many, many electrical problems. That is undoubtedly true - the key question is whether it is harder to design with Rambus or DDR. I think DDR will prove to be harder, especially in the long-term. John

To: Tony Viola who wrote (115216)	10/30/2000 1:27:25 PM
From: Tony Viola	Respond to of 186894

Well, according to this article, more evidence that we Rambus-leery Intel stockholders are getting what we've been asking for: ebnews.com As the baseball announcer said about the batter facing Roger Clemens: Good morning: Intel roadmap shows little Rambus support in 2001 Good afternoon: This would appear to bear out recent comments by Intel president Craig Barrett that the exclusive deal to support the memory interface was “a mistake.” Good night: A confidential road map obtained by EBN shows Intel Corp. dropping Direct Rambus DRAM from every computing platform but high-end workstations by mid-2001. DDR looks like it will line up with first Tualatin shipments. This is good: Industry sources believe the chipsets, known as Almador and Brookdale, will be introduced in the middle of next year and will have both single-data-rate and DDR capability...... ........The Almador chipset, which supports a 1.3-GHz Pentium III shrink code-named Tualatin, will appear at the end of the second quarter. Initially aimed at PCs in the $1,300 to $1,700 range, Tualatin will be shifted to the $1,100 to $1,400 space late in the third quarter of 2001.