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To: Dave B who wrote (65631)	2/8/2001 7:38:07 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Dave B; The major vendors support Intel more than AMD. The first DDR chipsets were AMD chipsets, not Intel chipsets. I think this accounts for most of the difference between the product launches. But there is no question that DDR DIMMs are now more available, than RDRAM RIMMs were at a corresponding time. In addition, DDR DIMMs are already considerably cheaper than RDRAM RIMMs, even though DDR is so young. All the board makers are showing DDR product. As far as Toshiba production moving to RDRAM, this is not too surprising given how important Toshiba is in RDRAM manufacturing. The real question is how much of the industry moves over to DDR when it becomes available. Intel's DDR chip in 1Q02 (or later) is not the gating issue. The Taiwanese will provide DDR chipsets for Intel CPUs long before that, and the result will very likely be similar to the PC133 conversion - Intel will lose market share until they catch up. -- Carl

To: Dave B who wrote (65631)	2/8/2001 9:26:49 PM
From: gnuman	Respond to of 93625

Dave, Intel is indeed the key, and with the delay (?) of their DDR support to the first part of 2002... I'm still intrigued by what Intel and Gigabyte may be doing. According to this article from Bloomberg: TAIPEI, Taiwan--Intel, the world's largest chipmaker, is working with Taiwan computer manufacturer Gigabyte Technology to speed development of new chipsets supporting Intel's newest processor, the Pentium 4....... The Intel Brookdale chipset for double data rate (DDR) memory chips will perform just as well as the chipsets that Taiwanese rivals have already introduced, the report said. news.cnet.com