To: Bilow who wrote (2478 ) 4/21/1999 1:53:00 AM From: Bilow Read Replies (2) | Respond to of 2578
Hi all; Big RAMBUS announcement and article. Plus cheaper computers... Integration continues to march, I've stated before that I don't expect it to treat Dell kindly:PC price erosion spurs graphics-on-logic ICs Specifically, S3 and Via plan to collaborate on integrated products that will combine the graphics controller, frame buffer and north-bridge functions on one chip. The expected product line will support microprocessors from both Intel Corp. and Advanced Micro Devices Inc., and the first chips could be available by the second half. ... The median price in the PC market is spiraling down like a struck duck, concentrating volumes-and the chances for growth-at the low end. Even corporate buyers are showing increasing interest in the low-end machines-which, ironically, often meet the needs of corporate users at least as well as they meet the needs of first-time home users. techweb.com HP, SGI crank up CPU, graphics, take down price -- Workstations do more for less The newest Unix and NT workstations from Silicon Graphics Inc. and Hewlett Packard Co. strive to give customers in scientific, engineering and digital-content-creation markets top-of-the-line performance and graphics at bottom-of-the-line pricing. techweb.com I hate to say "I told you so," but I can't seem to prevent myself from quoting at length from this Rambus article. Just remember, you read it here first, and quite some time ago:Rambus slows as DDR gains in DRAM race Intel Corp. continued last week to back off on its speed claims for Direct Rambus, leaving systems OEMs skeptical about the value of the proprietary technology. At the same time, the relatively quiet multivendor Double Data Rate (DDR) DRAM effort showed new signs of aggressiveness, boasting 133-MHz DDR parts and dropping hints of higher speeds. Overall, the message for the personal computer main-memory market seemed to be that DDR DRAMs will soon approach the peak throughput, and in fact beat the latency of the Rambus devices. ... another indication that Intel and Rambus won't be able to deliver the technology on time and at prices that desktop PC buyers will tolerate. ... But Jim Sogas, a Hitachi America director in charge of its DRAM business unit, said the premium will be "60 to 80 percent, nearly two times [what it is now]. It looks pretty bad." ... Higher price, however, may not be the only discouraging factor. Sogas said overall performance of the lower Rambus speed grade would be no better than today's PC100 synchronous memories. Others have said that even with the fastest DRAMs, the difference in memory bandwidth would be visible only in specific situations. Consequently, Sogas said, Hitachi is pursuing the market for PC-133 SDRAMs, now shipping to server manufacturers, and will follow with PC-266 DDR SDRAMs. ... Sogas predicted that Intel will reconsider its Rambus decision. ... Meanwhile, many DRAM vendors who have publicly supported Direct Rambus while privately complaining of shaky technology and runaway costs appear to smell blood. techweb.com -- Carl