Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 105.11

+1.0%

3:14 PM EST

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To: jim kelley who wrote (67605)	3/14/2001 8:15:26 AM
From: Scumbria	of 93625

Jim, Some cool predictions you have made: The next to fall will be AMD. AMD has a license already. They were hiring engineers a few months ago. They will have to go with SDRAM systems until they get their own RDRAM platforms out. siliconinvestor.com The recent benchmark results with the P3 using the 820E chipset at 1.13Ghz show results better than I would expect with simple clock scaling. The benchmarks completely dominate the 1 GHZ Athlons by amounts in excess of expectations. siliconinvestor.com From: jim kelley Monday, Sep 11, 2000 10:10 AM View Replies (2) \| Respond to of 67614 I agree it was a timing blunder and Intel certainly has taken advantage of it. Intel clearly intends to have RDRAM dominate the desk top. This will be accomplished in the next three quarters. siliconinvestor.com It looks like the P4 may well dominate the high end of the market and presents very difficult if not impossible challenge to DDR. Perhaps they can find a use for DDR in the value segment of the PC market. Although, it looks like Samsung may have some other ideas. siliconinvestor.com Monday, Nov 13, 2000 11:19 AM View Replies (2) \| Respond to of 67614 Actually, it looks like AMD bet the farm on a unstable product. In addition, it looks like Taiwan has also bet the farm on DDR. Yet none of these companies is able to field a credible product. Micron is now confined to the commodity segment of the DRAM market and is badly lagging in leading edge memory technology. Team DDR is in serious trouble and that will become even more apparent this week. AMD will be pushed back into the low end of the market. It is probable that the P4 will dominate the middle and upper end of the desk top market within 1 to 2 quarters. DDR is flawed. siliconinvestor.com To:Dan3 who wrote (64516) From: jim kelley Wednesday, Jan 17, 2001 11:25 AM View Replies (2) \| Respond to of 67614 What have you been smoking, boy? The man did not say what you are claiming. He said the 850 will dominate all important issues price and volume issues this year and that they wanted a value segment version of the P4 in time for back to school sales which means SDRAM not DDR. He specifically mentioned that DDR was not appropriate to accomplish their specific purpose of a lower cost BOM. Read that last statement to mean no DDR this year from Intc for the desktop. siliconinvestor.com Scumbria

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