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.

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

To: Voltaire who wrote (10957)	11/1/2000 7:32:59 PM
From: lindelgs	Read Replies (1) \| Respond to of 65232

Don't you dare put a bumper sticker on that Jag (as if!) Love ya Rambus, but I do have to draw the line there. What a coink-adink - I'm having Italian too - down to the kitchen I go. Legs wishing I had some garlic bread

To: Voltaire who wrote (10957)	11/1/2000 7:33:24 PM
From: Voltaire	Respond to of 65232

Intel Web Broadcast by: shishkbob (29/M) 11/1/00 7:24 pm Msg: 182975 of 182982 It seems as though Otellini's statements from the web cast should finally clear the air on the Rambus/Intel relationship debate. For those listening to the rebroadcast, his statements were during the Q&A session, right around the 1:44:00 timeframe. What's posted here and on SI covers about the bulk of it, but I was pleased with his conviction to Rambus. When the question was asked, it was a little unnerving for me, thinking what they might say, but Otellini was very forward about reinforcing their stance on Rambus, and went as far as saying that they plan to introduce new products with Rambus in the 2002 timeframe. According to Otellini, Rambus is the best solution for performance and it will be the memory solution for P4 for the bulk of 2001. His mention of SDRAM and their consideration of DDR was in line with the over-all presentation and their desire to get the P4 into all segments by the end of 2001. In the regular presentation, Paul stated that they expect to have a 2 GHz Pentium 4 ready by Q3 '01. That's nice, and in my opinion, it will motivate AMD to consider their own Rambus chipset soon. Over-all, it was a very positive and strong endorsement for Rambus technology, and I hope it will help clear the air. I'm going back to the broadcast and will report on his performance increase claims the P4 was going to have over the p3. I do have in my notes a 44% increase for Quake. In my opinion, assuming P4 launches smoothly, Intel will be ramping it up fast enough to really bring the RDRAM price down. I think we are on the 40 yard line now, going for the endzone. Good luck to all. Shish