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

To: MileHigh who wrote (68969)	11/22/1998 10:00:00 PM
From: Chas	Read Replies (1) \| Respond to of 186894

Road-Blocks----Premiums too high then no issue on production capacity, if premiums are reasonable then capacity could be an issue in 99. Measurability of performance with benchmarks has yet to be done. Most systems will not be able to realize its benefits unless they are doing multi-data streams of video, etc. I am all for higher performance in the memory bandwidth, it seems there are several issues that will not become real issues until production and the user has to decide how much to spend on memory for a given amount.ie, I want to order a 128Mbyte system, but for this new sytem, I have to get ECC because it has a greater chance for error so that costs more(Intel now recommends this for Rambus), and the Rambus Rims cost more, and now I have to insert dummy cards in the vacant slots, gee that costs a couple of dollars more, the module cost how much>>> Its going to run how hot, another fan>?$ I think I'll just buy 64M ECC this time and get more memory later. Is that the senario we will see for the budget conscious.? Good trading.

To: MileHigh who wrote (68969)	11/23/1998 12:04:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

MileHigh - Re: ". Do you see any potential road blocks coming? Perhaps the heat issue? Production capacity?" Right now, I'd say cost is one issue and the second issue would be the assembly/manufacture if Rambus modules that meet the Intel/RAMBUS technical specifications while using several Direct RDRAM memory suppliers. Paul

To: MileHigh who wrote (68969)	11/23/1998 2:02:00 AM
From: Jeff Fox	Read Replies (1) \| Respond to of 186894

MH, re:"transition to RDRAM" The first systems will cost more and deliver little to no benefit since 400MHz systems don't need the extra bandwidth. However this is typical of new major technology shifts. As RD ram ramps over the next ten years CPU speeds will go over 1GHz CPU clock rate. Here RD ram's high bandwidth, low latency and low pin count will become essential. Again Intel leads orchestrating technology with time for an orderly ramp. The industry sure benefits from this kind of knowledge and energy. Some other interesting facts: With the low RD ram pincount, it would be simple to include two RD ram interfaces for twice the bandwidth and lower effective latency. Once the speeds ramp over a GHZ look for these in workstation class machines. (Personally I can't even envision this much compute power in the hands of a single person. Fuchi will have a very hard time clocking his Word boot time with his Dick Tracy stopwatch.) - RD ram will be exclusive to the desktop. It is not well suited for servers. I'd predict that Intel has no plans for RD ram in server boxes. Jeff