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

To: Scumbria who wrote (75278)	7/2/2001 4:50:32 PM
From: Ali Chen	Read Replies (1) \| Respond to of 93625

Scumbria, "It is official now. i845 is a joke." I wonder who will be laughing? tomshardware.com "...i845/SDR-solution is ... lagging almost 10% behind i850/RDRAM with the same processor." and: "The i845/PC133 is 6.5% slower than i850/PC800" =================== "Lagging almost 10%" using a single dirt-cheap SDRAM DIMM as compared to expensive dual-channel Rambus memory! Even on 2001-benchmarks, streaming-opimized (read: RAMBUS optimized). That's a real laugh, in my book at least. Dell/CPQ/HP will be laughing very hard while pocketing the price difference between RIMMs and DIMMs on all business SKUs, not counting for cheaper and royalty-free SDRAM chipset and 4-layer boards. - Ali

To: Scumbria who wrote (75278)	7/2/2001 5:21:39 PM
From: gnuman	Respond to of 93625

Scumbria, re: It is official now. i845 is a joke. An interesting report from Tom, but he completely misses the target segment for i845/SDRAM. Comparing P4 1.7Ghz with PC800 DRDRAM to SDRAM doesn't make a lot of sense to me. Better if he had compared a P4 1.3Ghz/i845 w/imbedded graphics to PIII 1Ghz/i815 w/imbedded graphics, the platform it's most likely intended to replace. If Intel is intent on replacing PIII on the desk top, they need a platform for the "Value" segment. A cheap P4, i845 with integrated graphics and SDRAM memory will be much less expensive than the P4 systems he used for comparison. And for many corporate customers, it may eventually be the only choice for the low-end desk top. The decision to hold off on DDR is marketing strategy, IMO. When it finally comes out the benchmarks will be very interesting. For now, Rambus should be happy. But Tom needs to view the market from Intel's segmentation strategy. A few months ago I thought that P4/SDRAM was stupid. But if PIII is really going away, it look's a lot smarter. JMO's