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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.26+3.1%Nov 14 9:30 AM EST

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To: Zeev Hed who wrote (29804)9/17/1999 8:54:00 PM
From: Dave B  Read Replies (1) of 93625
 
Zeev,

<beware of next week's FUD,>

A great lead-in for another topic I was going to address...

Someone passed along the www.AMI2.com site for the consortium focused on DDR technology. I visited the site and was underwhelmed with the efforts they've made so far to push DDR.

On the home page is just a bunch of logos and a couple of buttons (I suggest everyone at least go to the home page to be underwhelmed as well). The press releases section has a grand total of 2 releases; one in April 1999 announcing the formation of the group, one in July announcing the release of the PC2100 standard. The "About AMI2" button just brings up the April release. The "Online Info" button lets you examine a DDR Spec HelpBook and a 64Mb DDR SDRAM JEDEC Datasheet, as well as a technical presentation by Desi Rhoden (the president of the group) at Platform 99, which coordinates with the PC2100 press release.

That's it. No user success stories, no design wins, no explanation of why DDR should be the memory of choice, no support by anyone except the DRAM manufacturers in the consortium.

HOWEVER!!!!!!! One of two possibilities exists:

The first possibility is that the people actually running the group are a bunch of bozos who have no clue how to go about marketing products. I'd put a low probability on this one until proven otherwise.

My higher probability possibility, suggested by Zeev above (and Stuart months ago), is that they're saving their powder until Camino/RDRAM is introduced. Whatever funds they've received from the manufacturers will probably be poured into refuting every possible claim that Intel, Dell, et. al. will be making.

If we thought the last couple of weeks were bad with the benchmark "news", I'll bet it won't be anything compared to the noise they'll make beginning the 27th.

If it doesn't happen, great. But I'd agree that we should be ready for an onslaught. .

JMO,

Dave
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