Slashdot Mirror
Intel To Drop RAMBUS In Favor of DDR RAM
El Pollo Loco writes: "Anandtech has this news article. Basically, Intel has decided to drop expensive rambus memory and instead to go with cheaper DDR memory."
← Back to Stories (view on slashdot.org)
Obviously, this is bad news for Intel but great great news for the industry in general.
Intel tried to push RAMBUS heavily. In fact, it tried to ram it down people's throats (no pun intended). For various reasons, not least of all cost, not too many people were happy with this state of affairs.
I can recall when Intel were pushing RAMBUS as the best thing since sliced bread and were denouncing DDR RAM as a pile of pants but now the company's been forced to perform a complete volte face.
Why does this matter? It matters because Intel, despite it's near total dominance of the desktop market, has been shifted from leading the herd to being forced to run with it. It just goes to prove, you can lead a horse to water but you can't make him drink it.
Of course, all this doesn't change the fact that Intel is a major player, and will get its own way in lots of other areas but it's nice to see that it can't win 'em all.
Additionally, one fewer memory standard should help drive down the long-term cost of DDR RAM further (right now it's a twice what it was in November 2001 but still at least a third cheaper than March 2001).
Good news all round. Score one for the other guys.
"Accept that some days you are the pigeon, and some days you are the statue." - David Brent, Wernham Hogg
It's only 8:37 and Rambus stock is already down 6%. I imagine it will drop some more. They made an announcement yesterday that they're going to start making cheaper memory, and it boosted their stock a lot. I think they'll completely lose that gain. Personally, I'd like to see them go out of business just because of their crappy attitude in the industry towards consumers and competitors.
First, this is an EBM story. Why link to a 2nd hand report that has a link to the primary source right on the page?
Second, it's spurious: "An Intel workstation roadmap secured by EBN" strongly implies that this is not an official Intel announcement.
Third, while it's not such a huge deal for Intel, it's a huge furry deal for Rambus Inc., the well known firm of lawyers. Rambus Inc. is a public company, and as such has an obligation to announce significant events effecting future earnings. "A spokeswoman for Rambus Inc. said she couldn't comment on new Intel workstation chipsets supporting DDR, and referred all questions to Intel" simply doesn't cut it. Rambus Inc. might be greedy lying parasites, but they're surely not stupid enough to sit on information that they must - must - have known about prior to this (alleged) policy change.
Given that Rambus Inc. share price rose 22% yesterday based on the news that Intel had adopted the 533Mhz FSB to support RDRAM, the SEC will no doubt be having a good, long look at their disclosures and these "yes we will/no we won't" announcements, and asking who exactly is releasing them, and who is benefitting from the share fluctuations.
Let's hold fire on this until it's been confirmed by both Intel and Rambus Inc. Please. Pretty please.
If you were blocking sigs, you wouldn't have to read this.
This is a really odd announcement, especially considering this article released by Tom's Hardware Guide yesterday. Basically, the article tested the upcoming P4 chips at 2666mhz and 2533mhz, and stated many times that the performance gained by using both a 133mhz FSB and 533mhz memory clock would show enormous gains over any current Intel or AMD processor. Some of the performance numbers on THG's graphs were rather impressive.
So I see one of two things here. Either this report is wildly inaccurate or misinterpreted, or Intel sure is shooting themselves in the foot yet again. As soon as they create technology that can utilize Rambus' enormous memory bandwidth, they can the technology? Something about that doesn't sound right. Intel may be dumb, but they're stubborn too. If this is true, they sure picked a hell of a time to seriously rethink their relationship with Rambus.