Josef, maybe you and I are looking at the Intel/Rambus story from two opposite perspectives, but I see the recommitment to Rambus for the desktop universe as a strong rallying point for Rambus bulls. I was both apprehensive and cautious about Intel statements and their conference call after earnings, fearing they might make some statements which a reasonable person could read as negative towards Rambus' future.
However, in listening to the call and reading as much of the posted comments as I can, it appears they have reaffirmed Rambus place in their universe for at least the next eighteen months, and have "bet the farm" on Rambus with Willamette, their most important bragging rights product in a long time. I can't see this as anything but very positive and the message to Samsung, NEC, Micron, et al, has to be read positively.
Now, is DDR a competitor? You bet. Can it surplant Rambus from whatever form of dominant role it may play in desktop memory architecture? Sure. Do I see it happening anytime in the next year or eighteen months. Not from what I have read yet.
By the way, the recent analysis on the thread about the difference in latency between the 840 and 820 raises some very interesting questions about the entire 820 adventure. Maybe son of 820 (820e) will provide a much better working solution than the 820. This, of course, will be good for Rambus, as will the steadily declining price of RIMMS.
Hey, I'm watching very carefully, but so far I don't see any waiver of Intel support in announced product areas.....and after what happened with the 820, regardless of whose "fault" it was, I find that support meaningful.
intel.com
BWDIK.
Pomp |
