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: Joseph Pareti who wrote (132303)	4/13/2001 4:30:45 PM
From: Tenchusatsu	Respond to of 186894

Joseph, answering the two points in order: 1) I have no idea what Intel will do with the DRAM situation. Certainly RDRAM didn't do too well on the Pentium III, but the performance characteristics of Pentium 4 are very different, and RDRAM may do better here. Manufacturability and availability should no longer be a problem, even if the negative stigma still exists. Beyond that, there are only more factors remaining. One of them is cost, and Intel hopes that can be addressed with the future 4i version of RDRAM, a lower-cost derivative coming in 2002. The other factor is politics. Certainly Rambus isn't looked upon too favorably from the industry, so the cards will always be stacked up against RDRAM no matter what. 2) I don't know why Intel can't run the memory bus of Brookdale at 133 MHz. Bert McComas bases his assumption on a very weak observation: "Intel has mysteriously ceased using the term ‘PC133’ when describing Brookdale." Please. Intel is certainly able to run the memory bus asynchronously from the processor bus. Look at the 815 chipset. The processor bus can run at 133 MHz while the memory bus runs at 100 MHz. For some reason, 815 doesn't work the other way, but still, I can't see why Intel can't run the Brookdale chipset buses in an asynchronous manner. In conclusion, feel free to add Bert McComas to your personal list of "favorite analysts to hate." Tenchusatsu