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

To: Joe NYC who wrote (161473)	3/8/2002 9:03:46 AM
From: John F. Dowd	Respond to of 186894

Correct all stop gap measures. Like putting stop lights on freeway entrances. Also they increase die sizes and add to real estate of mother boards. JFD

To: Joe NYC who wrote (161473)	3/8/2002 9:30:21 AM
From: John F. Dowd	Read Replies (1) \| Respond to of 186894

Joe: I don't know how INTC can ignore things such as the following just because they f'd up their early attempts at a RMBS chip set. I think people here and at INTC have their heads in the sand. I hope personal pride and losing a modicum of control doesn't override good judgement. I magine if AMD merged with RMBS. I have a considerable position in INTC and it really concerns me: Denali Memory Report . March 2002 NEWS Rambus Destroys DDR in Benchmark Battle When Intel decided to support both DDR DRAM as well as RDRAM from Rambus, motherboard makers and DRAM vendors began migrating toward this lower-priced memory offering away from the proprietary Rambus solution. The movement continues to gain following despite RDRAM coming down in cost. To stem the tide of support building for DDR memory, Rambus has launched an aggressive campaign to promote the virtue of its memory solution over DDR.Nowhere was this campaign more visible than at the 2002 Intel Developer Forum at Moscone Center in San Francisco the week of February 25. Melissa Frank,Manager Product Marketing and Business Planning at Rambus made the case for RDRAM against DDR in a presentation on Monday February 25th. Unlike Mark Anthony who came “to bury Caesar not to praise him,”but didn’t, Ms. Frank came to bury DDR and did.Her well-prepared talk was peppered with benchmark data from Tom’s Hardware Guide, a website specializing in PC hardware reviews and news, as well as from Rambus. RDRAM is the superior solution, she declared, and the price of RDRAM today makes it competitive with lower performance DDR devices. Together Rambus and Tom’s tested five different systems.In light of the benchmark results, Ms. Frank stated that DDR 128 bit devices make it difficult to add bandwidth and are costly to implement. DDR also has restricted headroom for growth, takes up too much motherboard space and has too many controller pins for easy motherboard integration. Finally, she notes that DDR memory has yet to ship in volume.By contrast, RDRAM is available. It takes up less board space, is easier to integrate, and has plenty of headroom for future performance increases. Today CPUs running at a 1.5-GHz clock frequency is being throttled by SDRAM memory, but the bottleneck is broken by DDR memory. Rambus’s contends that DDR will not keep up with CPU performance as clock speed rise to 3 GHz some time this year.By contrast, RDRAM has excess bandwidth for today’s CPU performance and can provide adequate headroom for the faster clock speed CPUs coming. Today, it’s possible to build a motherboard offering 10 GB/s bandwidth using a dual channel (64-bit wide bus) or 4.2 GB/s using a single channel. RDRAM can also support 1.8v operation—DDR is limited to 3.3v currently. Rambus makes an impressive claim that seems to be supported by benchmark data. The billon-dollar question is will memory vendors and motherboard makers be won over to the Rambus way. JFD