Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 90.86

+0.7%

11:44 AM EST

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To: Alan Bell who wrote (29041)	9/9/1999 2:53:00 AM
From: Doug M.	Read Replies (2) of 93625

To all: I have a possible explanation for the "Dell Benchmarks". I listened to Jay Bell's presentation. On two separate occasions he mentioned that the Rambus memory was using the PC 800 version of RDRAM. However, what I find very interesting and a little confusing is that he also said the computer which was doing the RDRAM demo (DELL GX300) was operating with a 100mhz front side bus. As a lot of us know RDRAM is optimized with Camino for a 133mhz front side bus. He also said the DELL GX300 was utilizing the AGP but he never quantified if it was 2X or 4X AGP. Camino is optimized for AGP 4X. It appears to me this system may not have been in the optimal configuration. Although these tests shouldn't have stressed the graphics port, I find it very interesting that Bell said the 100mhz front side bus was being used for the RDRAM demo. The SDRAM demo was being conducted with a standard BX chipset with PC100 and a 100mhz front side bus. What biased Bert McComas didn't say about Bell's remarks was that Bell went on to explain that as the processor scales in mhz, this will put more strain on the memory and we should see better benchmarks. I wonder why would DELL get up there on stage with a suboptimal system? Did Bell make a mistake about the front side bus being 133mhz instead of 100mhz. I doubt it b/c he's way too knowledgeable and he stated that the system had the 100mhz FSB twice - once during the presentation and once in direct response to a question during the Q+A at the end. Anyone have any thoughts? By the way all this may not matter too much b/c regardless of what these preliminary results show, DELL's roadmap shows them selling 50% of their PC's with RDRAM by the middle of 2000. That's really good news for Rambus longs. Regards, Doug

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