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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tinkershaw who wrote (44207)	7/8/2001 12:22:10 AM
From: Ali Chen	Read Replies (1) \| Respond to of 54805

Tinker, your arguments are a stretch. Let me point out few weak spots. 1. "Show me a DDR product on the desktop that is in the mass market". You base your argument on the past data. To look forward, try to count how many desktop chipsets are on the market, and how many are in development. There is no ongoing development for Rambus memory, only few political statements. 2. "RDRAM is adding materially significant performance increases in bandwidth to the P4." Yes, to a few synthetic benchmarks, of academic interest only. 3. "P4 has been called crippled without it." This is an immaterial opinion of somebody. Apparently Intel engineering and strategic marketing is of different opinion on this matter. 4. "Now it is the Brookdale chip that is scheduled for release in early 2002." I wonder, where did you gather this information? Some other "informed circles" expect it in 3Q01, e.g.: theregister.co.uk Plus multiplicity of 845 web press reviews is a good indicator that it is about to hit the market. 5. "DDR simply isn't adding much that SDRAM itself can't provide, and in return it brings forth many system complications." Exactly the same argument can be put against Rambus. 6. "In addition stability is still a problem" It is always a problem between too many independent developers and OEMs, but the benefit is they drive the cost down much faster then a proprietary technology. At least they are not cutting the number of supported DIMMs, as it has been done for all Rambus systems. 7. "But for this AMD's DDR systems do not provide much benefit over and above what a more mature SDRAM system could provide." RDRDAM benefits over SDRAM are not very spectacular too. i840 vs i815 comes to mind:) For the P4 platform, it remains to be seen how the already-saturated RAMBUS will fare against a single-channel PC133 SDRAM with future Intel's 133-MHz FSB. 8. "Of course the talk now has moved beyond DDR" This is right to the point. The paradigm "There Can Be Only One" may be true, but both Rambus and DDR do not seem to be the candidates, IMO. - Ali