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To: Don Green who wrote (77469)	8/15/2001 12:52:02 PM
From: Don Green	Respond to of 93625

DDR, RDRAM shipments doubles in August Charles Chou, Taipei; Noah Sauve, DigiTimes.com [Wednesday 15 August 2001] According to local DRAM module distributors, dropping prices and new stimulus from hardcore Pentium 4 marketing are propelling DDR SDRAM and Rambus DRAM (RDRAM) modules sales, now expected to double or even triple in August. Distributors say RDRAM modules are still selling at slightly higher volumes than DDR. Synnex International said it may sell more than 10,000 RDRAM modules in August. Genuine says it will sell between 6,000 and 7,000 modules in the same period. The two companies are now experiencing at least 100% sales growth for both types of memory. Industry insiders point out that Intel has been pushing its new P4 processor for next-generation PCs, and RDRAM is the memory of choice for these high-performance PCs. Motherboard manufacturers have been working overtime to prepare for the P4’s entrance onto the mainstream market. Adding to this frenzy is Samsung’s rush to advance processes for RDRAM, which has subsequently created greater output – and greater inventories at RDRAM die manufacturers. This trend is causing RDRAM prices to slide. The price of 128Mbit RDRAM modules has already dropped below NT$3,000 in Taiwan. DDR may not have the undying support of Intel, but it too is being sold at much lower prices, and consumers are beginning to take notice. Genuine said DDR would have to drop to a price 1.5 times that of SDRAM before buying sentiment becomes readily apparent. The quoted price for a 128Mbit DDR module is now down to US$2.06, which is only about 1.4 times greater than the quoted US$1.59 for one 128Mbit SDRAM module. Distributors are not afraid to say that DDR may become the more dominant memory in the future. Intel plans to introduce a P4 chipset with DDR support in 2002, and lower prices will definitely be more attractive to motherboard manufacturers at that time. digitimes.com

To: Don Green who wrote (77469)	8/15/2001 12:54:41 PM
From: Win Smith	Read Replies (1) \| Respond to of 93625

Via P4X266 launches theinquirer.net And Mad Mike Magee rounds up some reviews. The most interesting bit I saw was the second bar graph in zdnet.de , labeled "cache performance", where the Via/DDR system beats the 850/RDRAM system, 268 cycles to 320 in L2 miss time and 197 to 237 in L2 replacement. In most application benchmarks, the via chip seems to come in pretty even with the 850, I'd guess the better latency compensates for the lesser bandwidth. Intel may or may not sue Via, but I imagine the 845 with DDR will work at least as well as the Via chipset. Carl's DRDRAM diagnosis looks pretty inevitable here. Looks to be a matter of months, not years.