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

To: Ibexx who wrote (72612)	2/1/1999 3:08:00 PM
From: Tenchusatsu	Respond to of 186894

<It's always been our understanding that SDRAM is an interim solution at best. Has the basic premise changed in anyway--other than fine-tuning of the time table perhaps?> Well, you are right. Intel is committed toward featuring RDRAM in all platforms. It's just not going to happen at the same time. Celeron desktops probably don't need the power, and the memory in servers can achieve most of the performance benefits of RDRAM by interleaving. It makes sense to feature RDRAM in mainstream Pentium III desktops first before any other platform. When the price-per-megabyte for RDRAM comes down to at least 5% over SDRAM prices, that's when RDRAM makes sense for all platforms. The trick for Intel is to time platform releases to coincide with this minor "inflection point." Too early and it's seen as an unfeasible solution; too late and it's late to the party. Tenchusatsu