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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (149016)	11/20/2001 11:18:43 PM
From: wanna_bmw	Respond to of 186894

Jim, Re: "Do you think these hardware sites will start using P4s w/DDR as their standard bench systems or will they stick with RDRAM." Their readers normally demand the Best of Breed (BoB) systems, or in other words, the ones that yield the highest scores. Therefore, I expect the enthusiast web sites to use whatever gives the Pentium 4 the highest performance. I think it will be a fairly easy choice if DDR ends up being faster. If it's still RDRAM... well, then maybe it could go either way. Re: "It looks really ugly for Rambus..." In the PC market, it certainly does. Intel has one more RDRAM chipset in development that's been announced, and that's the i850E chipset. If this supports PC1066 and other enhancements, it may very well hold the high end niche market. Otherwise, I'd expect DDR systems to slowly close the gap. The reason is that it's too expensive for Intel to support two different platforms. And not just financially, either. Employee headcount being wasted to fulfill niche demand represents a poor ROI for Intel, so you can be sure that if RDRAM is no longer growing, then they will ditch it in favor of something else. On the other hand, Rambus might be successful transitioning their company towards high bandwidth fiber optic networking. Word on the street is that they have very new ideas in the pipeline. If they can survive on what's left of their RDRAM market share (which may be restricted to the Playstation 2 and set-top boxes), then we may not have heard the last of them. wbmw