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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (81776)	4/4/2002 3:23:34 AM
From: Bilow	Respond to of 93625

Hi all; In October 2000, Jack Robertson reported that RDRAM would be removed from Intel's roadmap for everything but high end workstations: Intel roadmap shows little Rambus support in 2001 Jack Robertson, EBN, October 30, 2000 A confidential road map obtained by EBN shows Intel Corp. dropping Direct Rambus DRAM from every computing platform but high-end workstations by mid-2001. This would appear to bear out recent comments by Intel president Craig Barrett that the exclusive deal to support the memory interface was “a mistake.” According to the document, Intel will phase out the slow-selling Direct RDRAM-enabled 820 chipset in the first quarter of next year, while the yet-to-be-introduced Intel 850 chipset will be dropped in the middle of the third quarter. At that time, Intel's sole remaining Rambus chipset will be an enhanced 850 device code-named Tehama-E, which the company is rolling out for workstations and PCs costing more than $2,000. ... ebnews.com The above article was wrong about the exact dates of the removal of RDRAM from everything but workstations. In October 2000, Jack said it would happen in mid 3rd quarter, August 15, 2001 I suppose. It actually didn't happen until January 1, 2002. Jack was wrong by 4 1/2 months. His prediction was timed for 9 1/2 months after his article, but the actual event took 14 months. In other words, Jack was exactly right on the details of how Intel would dump RDRAM (i.e. that it would be reduced to workstations only), but his timing for the event was short by 32%. *In the prediction world, this is considered a "hit".* It's undoubtedly true that Jack did obtain a confidential Intel roadmap. A more likely statement than to say that Jack was wrong would be to say that Intel's roadmap was optimistic by 32%. -- Carl

To: Bilow who wrote (81776)	4/4/2002 9:14:11 AM
From: cordob	Read Replies (1) \| Respond to of 93625

Talking of dual channel DDR, I posted on TMF about anandtech's review of the dual channel DDR/Xeon (two way) against similar Athlon (still with single channel), see boards.fool.com Cheers Cor

To: Bilow who wrote (81776)	4/4/2002 9:18:31 AM
From: h0db	Read Replies (1) \| Respond to of 93625

Well, I really hope that "real" dual-DDR is better than Nfarce, which loses benchmarks to single-channel KT266A boards. Nvidia seems to have focused on providing a separate channel to the onboard grahics chip, just in case the main memory bus is saturated by CPU and i/o. Funny thing is, if you disable the onboard graphics, performance doesn't change one wit. The other troubling thing about the Nfarce is that if you install more than 2 DIMMs, it will disable all that dual-channel goodness, and knock the memory bus down to 100MHz with slow timing. Yep, that's a real threat :-) When/if you finally see real dual-channel DDR chipset from VIA, SIS, Intel, do you think they will be able to use more than 2 DIMMs? Will they be able to use more than 2 DIMMs and run at any speed faster than PC2100 with CL2 settings? I see most of this as being mooted by the launch early next year of Hammer. For Intel, I think that dual-DDR makes more sense, but why not just jump straight to DDR-2? I mean the spec is all done and everything right? BTW, which spec do you think they'll use-- JEDECs, or AMI2? That is to say, Micron's, or Samsung's? And will that be DDR-II, or DDR-IIa? eetimes.com ebnews.com