Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: MileHigh who wrote (52708)	4/10/1998 10:42:00 PM
From: Jeff Fox	Respond to of 186894

MH, re: 100MHz DRAMs I believe you will read more and more about this issue. DRAMs that operate at and above 100MHz will not necessarily be in large supply. What does this mean? Well - No problem for Intel as they have their act together. Notice that the article said the source of the specs was... Intel. Intel is even supplying pc board tape patterns. I wonder which company has been extremely busy contracting ample 100MHz DRAM supplies? Then again - possible bad news for the chop shop as it is dependent on third party chip set suppliers - different third party mb's and finally DRAM DIMMS that are tweaked for Intel and neither of the formentioned vendors. Seems Tom's Hardware site is already complaining about unstable 100MHz socket 7 configurations. Now you know why... Bottom line - First Jerry can't make parts - Watch while the world learns that he can't get 100MHz systems to go with them :) Jeff

To: MileHigh who wrote (52708)	4/10/1998 11:32:00 PM
From: Paul Engel	Respond to of 186894

MileHigh - Re: " how it might effect Intel and the rollout of PC-100 memory bus....Does not sound like good news, " On the contrary - it sounds like GOOD NEWS for Intel. The difficulties in getting the DRAM modules to work properly lie in the tight timing specifications as defined by Intel for its 440BX chip sets (and 440GX and 450NX). Those DRAM makers and module assemblers that DO understand the spec - and can meet it - will find a good deal of business for the PC100 machines - to debut next Wednesday. Where the really good news comes in is in the AMD-sponsored Super Socket 7 competitive environment. AMD - not a chip set maker - has not speced out the DRAM interface as well as Intel and has relied upon several chip set companies (VIA, SIS, Acer) to figure out the details. For Super Socket 7, The CPU manufacturer, Chip Set Manufacturer, DRAM manufacturer and Memory Module Manufacturer are ALL DIFFERENT - too many chances of poor communication and mis-cooperation exist Thus, they will all have difficulty in producing a robust chip set that will work with the "Intel specified" Slot 1/2 PC100 memory bus interface. Intel makes the CPUS and Chip Sets and has worked very closely with all DRAM suppliers and many Memory Module suppliers - and they are all working on the "same page " - Intel's specifications. If PC100 compliant memory modules do become in short supply, they will most likely go into the Intel-based machines, effectively stifling the adoption and growth of the AMD/Super 7 initiative. Tough luck for the small fish. Very helpful for the Big Dog on the porch! Paul