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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.10-3.4%3:45 PM EST

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To: jim kelley who wrote (39893)4/14/2000 3:59:00 PM
From: Bilow  Read Replies (1) of 93625
 
Re that Samsung white paper from so long ago...

I believe that the article is the same one that we hashed over this past summer. I couldn't quickly find a date on it, but I think it is at least a year old, and is from when the company had a big lead in RDRAM, and was flogging the technology hard. Since then, Samsung has made an about face, and is pushing DDR hard. In addition, the article was wrong then, and is still wrong, as has been noted already on this thread. They were performing the ancient and revered technique of comparing the latest technology with something obsolete. I don't feel like going over the rest of the errors right now.

By the way, the same page has the following, somewhat humorous comments in light of what was to happen to Camino a few months later:

The Resurgence of Rambus DRAM
Electronic News, 4/5/99

...
Can they really supply PC133 desktop chipsets, which would rival Camino's performance, in volume?
...
The Rambus delay that received so much publicity and negative comments is surprisingly beneficial for the DRAM industry.
usa.samsungsemi.com

More recent articles on the same page include this support of DDR SGRAM. And you thought that RDRAM still stood some sort of a chance of picking up graphics wins? They don't even bother to compare DDR to RDRAM, RDRAM is quite dead, design engineers are not seriously considering it for new products.

c) It assures boost in performance with a little premium over the SDRAM.
DDR SGRAM can fully utilize existing SDRAM capacity and infrastructure, i.e., existing process, packaging, and testing, and does not require additional capital investment by the memory vendor. This advantage enables a low-price premium for DDR SGRAM relative to the SDR SDRAM.

d) It answers the advance of memory technology.
The continuous improvement in DDR SGRAM technology gives longevity to the system design with multiple generations (higher density and advanced die shrink) and ultra high-speed operation (DDR-II, more bandwidth).

e) It is the preferred graphics industry standard.
Many top-tier DRAM manufacturers have developed DDR SGRAMs, assuring the customer of multiple sources and a competitive price. In addition, the top 5 graphics controller manufacturers plan to offer DDR SGRAM products in volume by the end of 1999. Most importantly, DDR memory technology is an open specification and it is already a JEDEC standard

usa.samsungsemi.com

-- Carl

P.S. RMBS looks to me to be possibly bottoming. This could be a great time to load up on the shares big time!!! Just don't get greedy, over the long run, the technology is dead, dead, dead, and the long run will be evident to most people over the summer.
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