Jim, you've been really down on INTC, up on AMD, and now down on RMBS. Meanwhile, INTC and RMBS jumped rather significantly in the past few days, while AMD's run-up sputtered. Furthermore, I've noticed that lately you've been traveling down the same road of AMD insanity as Tom Pabst, and you're not even German (I assume).
<Unless RAMBUS gets cheaper real fast, the i820 is going to be asleep for a while after it's launch. When Solano shows up in January, the coppermine will be able to compete better on a cost/performance ratio...>
Solano is a proliferation of the 810e, not exactly a paragon of performance. Meanwhile, check out the last paragraph at the bottom of this link:
yahoo.cnet.com
IBM is expected to release a Rambus-based PC for around $1,300 and a workstation with Rambus memory and the 820 chipset for close to $2,000, according to sources close to the company.
Seems like Rambus got cheaper much faster than you thought.
Tenchusatsu
P.S. - Of course, those PC's probably have PC600 RDRAM as opposed to PC800, so performance isn't going to be hot. But at least it means Rambus is entering into rather low price points, much lower than what the anti-Rambus coalition could have ever imagined. |
