Hi KM; Maybe, despite what all the journalists say, there is more than one better daytrader out there. (We're supposed to all be morons who lose our money then kill our buddies.)
Re: Shades of Bilow #reply-11348939
Anyway, I thought it was time to say "I told you so" to all the guys who ignored the warnings as I, Dan3, &c., posted "fud" about this technology. So here it is longs.
You were warned, I, in particular, told you that the only reason I was posting warnings to you was so that I could later tell you "I told you so". By the way, where is Alan Hume? I haven't seen him since he blew the power consumption calculations. Maybe Gunning is giving him engineering lessons, or he converted over into marketing or management...
August 29, 1999, Dan3:
more likely that you might buy a Rambus machine with one RIMM, then find it becomes unreliable when you add more. #reply-11100756
September 6, 1999:
At 800Mhz, eight inches of copper is a long, long, long wire. #reply-11171787
One of the worst problems in managing problems in complicated digital design is apportioning blame when things don't work. This is not so much for financial considerations, but for determining who made a mistake, and, therefore, who needs to alter their work. The effect of these incredibly complicated PCB instructions is that when a box maker has a design that is failing to work on 5% of the manufactured computers, they will have a very hard time proving whether it was the memory maker (i.e. Micron), the controller maker(i.e. Intel), or the board maker (i.e. themselves) who failed. #reply-11172541
September 7, 1999:
I forgot just how far off the scale this technology goes. This is not going to be pretty.
...
Seeing this, I have to say that the rambus technology is pretty much doomed to have massive problems in yield and production, and probably problems in the field as well. I doubt that you will ever see rambus chips within 20% in cost to either PC133 or DDR. This will turn out to be one hell of an expensive blunder. #reply-11173315
As far as trouble for the board houses, we will have to see. It is clear that the trouble for the memory houses was already vastly underestimated, would you really be surprised if the box makers had the same sorts of troubles? The basic fact is that rambus runs a lot closer to the edge of failure than the alternate bus techniques (and hence the more complicated rules), but fails to deliver significant advantages. #reply-11172782
My only note is that this whole direct rambus for high end computers kick has had a lot of unpredicted delays in the past, so investors should not be surprised by delays in the future. #reply-11173198
-- Carl |
