Hi techreports; Back in July 2001, you wrote: "Bilow, and you might want to wait till 2001 is over before you make predictions that could be proven wrong with-in 6 months. All great fortune-tellers know to never make short term predictions. They can be proven wrong, LOL!" #reply-16094871
This was in regard to my note that Samsung was highly likely to be incorrect in their estimate that RDRAM production would equal DDR production in 2002. Okay. Six months have gone by. DDR out shipped RDRAM by 4x in January. Samsung had to reverse itself completely on their earlier RDRAM ramp estimates and now predicts that DDR will outship RDRAM from here on out to 2005.
Re: "With no support from Intel, how is DDR able to gain any share? AMD is losing OEMs left and right. There's a chance they'll go out of business or go further into debt. #reply-16425857 Have you checked into this lately? I get the impression that Intel is supporting DDR now.
Re: "btw, that's great all those companies support DDR, but when i checked out Dell's, Gateway's, IBM's, Compaq's, and Hp's website only one of the major boxmakers sold computers with DDR and that was HP. I could be wrong, but i didn't see any computers offered by the other box makers with DDR. Please correct me if i'm wrong, but that doesn't look like much industry support to me." #reply-16091719 Have you checked those web sites recently? I think they've got DDR now. Just wondering how your observation is holding up to the passage of six months.
Do you remember the TMF poster (last October!) who thought that Dell would never sell a DDR computer? If you don't here's a reminder: #reply-16452482
Are you still in the red on this trade? Maybe it has something to do with believing the wrong sources of information about this industry.
-- Carl
P.S. Also, I noted in the same post that Samsung, IBM, Infineon and Toshiba all had prototypes for DDR-II chips. And now Intel has added DDR-II to their memory roadmap. |
