What Rambus looks like it will do is own the entire memory market.
Rambus is on the verge of reaping from 1.5% to 5% of every memory chip made in the world.
Honestly, I do think Rambus gets overlooked on this thread and I think it is a big oversight given the potential power of Rambus in the industry and all the collateral evidence pointing to Rambus winning an enormous industry struggle to the point that they may be gaining power even over Intel even as Intel was used as the platform to give Rambus a start.
Hi Tink:
As a thread oldie, let me say that I've always enjoyed your input, here and variously on the MF.
It is not correct to say that this thread ignores Rambus. From last summer thru last Fall, I was this thread's principle spokesman for the case of rambus, and made many posts here during that time, in gorilla terms. At the same time, during the first 3/4 of '99, Dave B. and Unclewest were the main spokespeople on the Rambus thread. There were many here and there who were frequenters of both threads, and shared mutual information.
This thread recognizes that DRDRAM has crossed the chasm and is in the bowling alley in work stations, and perhaps in set top boxes. It remains a "gorilla candidate", as it has not hit tornado metrics yet. Its potential for gorilla candidacy is already priced in the stock.
I hope Rambus is everything that you, and Robert Jacobs, and Tom Warren, and Dr. Id want it to be. But your posting is, IMHO, a bit one-sided. Apart from the judicial conflicts, I think the difficulty in achieving widespread consensus that it is superior DRAM technology, and "right" for the PC industry, and that this has been hard to achieve for a very prolonged time, says something about the technology. With the Qualcomm standard, I have the feeling that CDMA was clearly superior to all the cellular techies, which is why they held firm in the face of FUD. With DRDRAM, the techies have been, and remain, clearly split which is why there is no consensus. You are convinced, and that's great; but many others are not............and IMHO, as a longtime Rambus observor (grinnie, since Feb '99), that has been a Rambus problem from the outset.
Rambus stock price exploded this year, and split 4:1 not because of the consensus superiority of the technology, but because of the potential for IPR for all flavors of DRAM, ie SDRAM, DDR & DRDRAM (direct rambus dram).
The fact that DRDRAM is in Sony Playstation 2, some set-top boxes, workstations, some high end PCs, and could end up in other places too is heartening. But it would be a patient bet on the future, some of which is already factored in to the stock price.
So this is a long-winded, but polite attempt, to refute the notion that this thread is ignorant about Rambus, or has ignored it. To the contrary, we talked Rambus all last year, when you had not yet appeared here, and we as a thread are pretty cognizant of the present, ie:
1. DRDRAM has clearly ramped up much slower than anticipated from last year.
2. Intel keeps leaving a door open for chipsets and CPU compatibility with non-DRDRAM.
3. Intel dumped TIMNA, a chip designed to include DRDRAM.
4. The techies continue to argue among themselves about the amount of advantage a DRDRAM chip provides, and in a way that non-techies (myself) cannot clearly distinguish truth from falsehood.
5. The court case is dramatic, but puts lots on hold.
6. Your post, similar in flavor to mine of last year, is passionate, which is what Rambus most inspires......passion, and lots of it.
I would like to look forward to your regular reports here on Rambus progress. Could you tell us about when the court case is expected to be decided?
Regards,
Apollo |
