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

To: MileHigh who wrote (72685)	2/2/1999 12:59:00 PM
From: Tony Viola	Respond to of 186894

Milehigh, from the MS report: Although these systems will not offer the full bandwidth benefit inherent in the Rambus memory architecture, we believe that PCs with 600MHz versions of Direct Rambus DRAMs will offer twize as much bandwidth as PC100 versions when they run bandwidth intensive applications like video and 3D graphics. Twice as much bandwidth is still pretty damn good. Maybe they should have announced this, and made the 800 MHz an enhanced version. I wonder if they're having transmission line type problems between the output of the DIMMs or RIMMs that contain the RDRAM and the Camino chipset. I saw a paper from Intel at least a year ago where the author was talking about all the right stuff in transmission line theory technology, which must be used at these speeds. It ain't simple but it sounded like they were looking at all the right parameters. While we believe that our current earnings estimates remain achievable, they will likely be at risk if another slip in the schedule occurs, since we do not believe Intel and leading PC OEMs will attemt to introduce a hot new technology like PC-based DRAMs for the first time during the critical holliday season selling period. Bring it out. Take a little risk, have a barn burner! Kidding. I think MS needs to invest in a spell checker...twize, attemt and holliday? Tony