SI
SI
discoversearch

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: tinkershaw who wrote (75579)7/11/2001 4:30:09 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 93625
 
>>But to conclude, yes there is one DDR desktop chipset in the works for INTC. It is an interim chip. A chip that will attack the low end and continue to spank AMD where it counts, and a chip that will be quickly find itself obsolete without any follow-through with future DDR chipsets.<<

ts, please cite your source. ;-)

btw, economic gravity is INCREDIBLY STRONG in the pc market. if intel's ddr box is low end, it will sell WAY more than their high end boxes.

WAY MORE.



To: tinkershaw who wrote (75579)7/11/2001 7:46:27 PM
From: Bilow  Respond to of 93625
 
Hi tinkershaw; Re: "But to conclude, yes there is one DDR desktop chipset in the works for INTC."

This is a slight misprint on your part. What you meant to say was that there is one publicly acknowledged DDR desktop chipset in the works at Intel. There are a few points here:

(1) You don't know what DDR chipsets Intel is working on but has not acknowledged. That would be their DDR-II chipsets. Note that several manufacturers are now sampling DDR-II memory, and there is no way that Intel is going to repeat its mistake of failing to support a standard mainstream memory.

(2) You're ignoring the fact that the 850 was not intended to be a mainstream desktop RDRAM solution. Originally, it was intended to be a workstation. That it is being sold as a mainstream solution is because Intel screwed up on their RDRAM mainstream solutions, the 850 is all they have available. Timna's gone, and the 820 was killed by the 815. In other words, you should be comparing the number of low end DDR chipsets that Intel is working on with the number of low end RDRAM chipsets.

The only single channel RDRAM chipset Intel's working on now is the Tulloch, which will be Intel's (alleged) support for 4i. In other words, in terms of chipsets under development at Intel for mainstream desktop, the score is even, and the 845B DDR shows up long before Tulloch. In fact, there's samples of the 845B DDR motherboards running at every motherboard maker already. If the 845B fills the mainstream desktop market niche as well as the motherboard makers say it will, you can expect Intel to cancel Tulloch.

Until Tulloch gets sampled, the score is 1 to nothing, DDR's favor, LOL!!! Intel's marketing problem right now is that they have zero cheap mainstream desktop solutions for the P4. Their RDRAM P4 MBs are too expensive, and they require dual RIMM modules (and dual continuity RIMMs) that are also too expensive.

Here's the link to Intel's chipset page:
developer.intel.com

Note that in the above link, the 850 is listed in both the "workstation" and in the "mainstream" market. The 845 will replace the 850 in the mainstream market, as it provides mainstream performance but at a considerably lower price.

(3) By comparing a high end RDRAM chipset to only the "desktop" DDR chipsets, you ignore the high end DDR chipset that will replace the 850 in the "workstation" market. That's the Plumas, and it will likely arrive around the same time as the Tulloch (if the Tulloch arrives), I'm guessing:

The 'Plumas' chipset will probably be the workstation/server version of 'Brookdale', including DDR-SDRAM support, but also dual processor and maybe even MP-support.
www6.tomshardware.com

Intel Plumas chipset for Prestonia is expected to be released in Q1 2002. Plumas is the Workstation/Server version of Brookdale, featuring support for DDR SDRAM and InfiniBand.
freespace.virgin.net

It is the next generation workstation/server processor after the Foster and will be supported with the Plumas DDR chipset.
a1-electronics.co.uk

When you compare the 850 to the 845, and the 845 only, you're comparing a chip which badly supports two markets with two chips that each will support a single market well. Intel has already screwed up with RDRAM support for the mainstream desktop market, now they're replacing their errors with DDR. To be fair, you have to compare the 850 to the combination of the 845 and Plumas. And what's the code name for Intel's integrated DDR solution anyway? Maybe you should call up your Intel rep and sign an NDA, LOL!!!

(4) You're ignoring the many chipsets under development for the P4 from SiS, ALi, Serverworks, VIA and likely Nvidia.

-- Carl

P.S. My favorite little "white box" computer store is now about 50% converted over to DDR support. The only RDRAM board they sell is the P4 with one SKU at $195. They have 7 SKUs of DDR motherboards at prices ranging from $130 to $190. For $170, they're selling a A7A266 complete with 128MB of DDR memory. Somewhat over half of their AMD stuff must go out the door with DDR, and I'm guessing that AMD makes up 2/3 of their sales. Their Intel processors mostly go out with SDRAM on the 815.

The transformation of the DIY market to DDR is now a done deal, the business markets are next.