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 : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (73357)	5/21/2001 5:12:39 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

Carl, re:I said that there can only be one "mainstream" memory. No matter how you want to segment "mainstream", (price or performance), there are currently three types of "mainstream" memory. RDRAM, SDRAM and DDR. IMO, PIII/i815/SDRAM will be around in "low-end Mainstream" longer than even Intel wants to project. I imagine it will eventually replace Celeron in the Value segment. And while PIIIT/i815 is currently shown only in mobiles, don't be surprised if it makes it's way into desk tops as P4 moves up in speed. The third party DDR chip sets for PIII are a disaster, mainly because DDR does nothing for PIII. P4/i850 is growing in the "Mainstream" segment because of the dramatic price decreases. For as long as Intel keeps P4/i845/DDR at PC1600, I expect to see further segmentation. (I still don't see the value of P4/i845/SDRAM, but it's still on the roadmap for Q3). Because P4 is a new micro-architecture, I don't thing the old rules apply. But, JMO's