Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bilow who wrote (32662)	10/22/1999 10:53:00 PM
From: Jdaasoc	Read Replies (1) of 93625

Bilow: I recently attended a Pat Gelsinger lecture and even the non-ee like myself could understand Intels performance roadmaps with ease. I been reading white papers at Intel web site since I first invested in RMBS last June. I've emailed RMBS employees and asked questions. I think I understand where Intel is going with RMBS technology. This is what I know to be true: microprocessor speed doubles every 2 yrs AGP speed doubles every 18 months memory bandwidth doubles 2 yrs. Hard drive transfer speed doubles every 2 yrs As of today microprocessor runs @ 600 Mhz AGP is 2X or 500 Mbit/sec memory is PC 100 or 500 Mbit/sec Hard drive is @ 33 Mhz We are a point where microprocessor goes to 733 MHz, AGP goes to 4X or 1 Ghz, hard drive goes to ATA66 @ 66 Mhz or Ultra2 SCSI @ 80 Mhz. PC100/PC133 limits these new faster devices to no additional speed improvements over previous generations. RDRAM at 1, 2 and 4 channels are what are in store for us from Intel for desktop systems from the $1K+ range up to mid range workstations and departmental servers in $6-8K range. Keep up the good work on 0.4V soliquies. PS Intels Outrigger 840 chipset board is $258; Vancover 820 chipset board with RDRAM support is $142 and Cape Cod 820 board with SDRAM is $132. If they needed to make them popular and cost was issue, they could subsidize them to their resellers by giving them spiffs of $25 $50 or $100. I can remember buying a lot of hipriced ethernet network cards from Intel where it was buy one, get one free. Intel now sells their NIC cards to a lot of OEM's where in the beginning they couldn't give them away. I am sure that $500 M Micron investment requires Micron to deliver RDRAM within a certain timeframe after Intel starts producing chipsets to use it. Intel is not that stupid. Your feined ignorance doesn't fool me. john

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next