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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: TigerPaw who wrote (21570)	6/3/1999 2:32:00 PM
From: J_W	Read Replies (3) \| Respond to of 93625

Intel is making it harder for vendors to use Intel chips in configurations that they don't approve. This may make alternatives to Rambus harder to implement unless Intel supports the idea. I disagree with you on this. If someone wants to utilize INTC components in a non-standard way, you are on your own. That is the way it works with all suppliers I know of. If someone wants to design an alternative chipset for use with INTC processors - fine. Have at it. But they better be prepared to do their own homework at their time and expense. To expect INTC to expend time, energy and money on every possible memory system is not reasonable. INTC selected DRDRAM because it gives them a path for future development for years to come. They are providing a transition path from SDRAM as they have in the past. But it is the limitations of that path that have SDRAM supporters upset. No PC133 support, at least from what I have seen. Anyone know different? In any event PC133 is a short term solution anyway. It appears the memory controller will be migrating to the processor. This is a logical evolution of the processor chip. Timna is the first indication of this. To do that you need the reduced pincount of DRDRAM. Currently there is no other proven, feasible method out there. SDRAM or DDRDRAM does not do it for INTC. Eventually even DRDRAM will be replaced by something better and we will go through this exercise yet again. In the end the marketplace will decide. If the marketplace wants continued SDRAM iterations, there are chipsets out there to support it, cost and performance meet needs, yes it may happen. And INTC cannot stop it. But that does not mean INTC has to support it. Looks like VIA is coming out with one but I don't know much about it. Does anyone know how popular VIA's chipsets are? How many motherboard manufacturers use them? What kind of reputation does VIA have? Since EN has said VIA will be the subject of next week's issue, we might as well start getting ready for the next round of FUD. IMHO INTC has made the right choice for the long term. It gives them focus and direction for many years to come. Jim