SANTA CLARA, Calif. -- Intel Corp. isn't going to let Direct Rambus DRAM, or any memoryinterface for that matter, stand in the way of its primary goal of
selling microprocessors.
That sentiment rang clear this past week when the company said it will
develop a core-logic chip set that will allow OEMs to pair upcoming
Pentium 4 CPUs with PC133 main SDRAM. By its actions, Intel
once again showed that when push comes to shove, satisfying
customer demand for its products takes precedence over
promoting Direct RDRAM as the PC industry's next standard
memory.
"Intel's core business is selling processors," said a spokesman for
the Santa Clara, Calif., company. "We'll sell Pentium 4 to support
whatever memory our customers want. We don't want anything to
impede the sale of these processors."
In what may be the beginning of an unfolding process, Intel this week confirmed it is developing a chip set for the Pentium 4 that will support single-data-rate PC133 SDRAM-and in a surprise
admission, said it also "is investigating" whether to develop a
double-data-rate (DDR) SDRAM chip set for the next-generation
Pentium.
"At last, Intel's now totally agnostic on memory," said Nathan
Brookwood, an analyst at InSight64 Inc., a Saratoga, Calif.,
research firm. "They started to let the market determine the type of
memory for P6 [Pentium III and Celeron] processors. Last week,
they decided to do the same for Pentium 4.
"It finally ends the 'holy war' on memory that Intel started by trying
to force Direct Rambus on the PC industry," Brookwood said.
Until this week, Intel was adamant in its claim that the Pentium 4
would work exclusively with Direct Rambus. However, a price
premium still double that of SDRAM, coupled with the uncertain
availability of top-performing 800-MHz Direct RDRAM speed
grades, has created too much risk for Intel to rely solely on
Rambus memory, analysts said. What's more, rival Advanced
Micro Devices Inc. is nipping at Intel's heels with plans early next
year to begin volume shipments of its Athlon processors that will
support DDR SDRAM in mainstream PCs.
Intel's move is reminiscent of last year's decision to include PC133
memory in the company's Pentium III road map, which to that
point had included only Direct RDRAM. As it did a year ago, Intel this week insisted that it is maintaining the Rambus interface as the company's "primary memory solution for high-performance
PCs."
Indeed, the first Pentium 4 processor the company will launch-a
chip for high-end applications slated for release in the fourth
quarter-is still tied exclusively to Direct RDRAM.
However, in mid-2001, when it rolls out its Pentium 4 follow-on for
the mainstream desktop-PC market, analysts said Intel may need
less costly PC133 or DDR memory for the CPU to be competitive.
"[Rambus availability] may be enough to support the initial niche
market of high-performance Pentium 4s, where customers may be
more willing to pay premium memory prices," said Bob Merritt, an
analyst at Semico Research Corp., who is based in Redwood City, Calif. "But
unless Direct Rambus prices come down sharply in the fourth
quarter or early next year, Intel may be unable to transition
Pentium 4 as quickly as it wants to the mainstream PC market
against AMD's Athlon."
AMD's Athlon/DDR SDRAM platform is now at least six months
ahead of the Pentium 4 launch, which only adds to the pressure
Intel is under. In the near term, the company plans to wring more
performance from the Pentium III by shrinking the die to
0.13-micron line widths and coupling the device with DDR chip sets
from independent suppliers, according to industry sources.
Given Intel's softened stance relative to SDRAM, the question now
nagging observers is to what extent the company will support the
technology through its Pentium 4 program. Brookwood noted that
there is a performance mismatch between PC133 and the Pentium
4 that could prove a bottleneck for Intel's new processor.
Specifically, a PC133-enabled chip set has a data rate of 1
Gbyte/s, which leaves the 3.2-Gbyte/s dual-channel Pentium 4
starved for data."A PC133 chip set simply doesn't make much
sense for Pentium 4," Brookwood said.
Other questions have arisen as to Intel's willingness to develop its
own DDR-enabled chip set, an act that would violate a clause in its
license with Rambus Inc. in Mountain View, Calif., that prohibits
Intel from endorsing any high-speed memory interface other than
Direct RDRAM.
Also at issue is whether Intel will license its Pentium 4 bus
architecture to allow third-party chip set vendors to supply their own
logic controllers-particularly DDR chip sets. Under the latter
scenario, it isn't clear if Intel would go as far as to sanction outside
vendors or simply look the other way. However, sources said that
Intel's sudden interest in SDRAM may help explain last week's
disclosure by Via Technologies Inc. in Taipei, Taiwan, that it plans
to field DDR-enabled chip sets for the Pentium 4 with or without an
Intel license.
At the time, Via was fresh from settling a lawsuit filed by Intel
alleging illegal use of the Intel P6 bus license to build chip sets for
the Pentium III. Observers noted that Via's cavalier attitude in
publicly placing Pentium 4 support on its 2001 road map may
stem from a belief that Intel will not be as aggressive in
prosecuting the company for the unauthorized use of its Pentium 4
technology.