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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST

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To: Scumbria who wrote (40669)4/25/2000 6:13:00 AM
From: Bilow  Read Replies (1) of 93625
 
Hi Scumbria; Re AMD and the DDR:

First of all, the industry knew where AMD was headed 8 months ago, all it takes is to read the trade press:
AMD Favors PC133, DDR SDRAM Over Rambus Aug 12, 1999
Rambus is expected to hit the market next month with the introduction of Intel's Camino chip set
techweb.com

Secondly, it may not occur to people why AMD chose to obtain quotes from Micron, Samsung and Hyundai, rather than three other memory makers. The reason is because those are the three leading memory makers. They all support DDR heartily:

Hyundai named tops in DRAM, but criteria disputed
the three principal suppliers-Hyundai Electronics Industries Co. Ltd., Micron Technology Inc., and Samsung Electronics Co. Ltd.
techweb.com

Hyundai Dominates Dram Market
Hyundai executives said its top ranking stems from increased capacity and early adoption of double-date-rate(DDR) SDRAM. Whereas Samsung has heavily promoted rival Direct Rambus DRAM, Hyundai said DDR SDRAM is destined to enter nearly every technology market in 2000, facing competition from Direct RDRAM only in the high-end PC sector.
...
According to Hyundai, a survey of more than 40 customers revealed that DDR SDRAM is the fastest growing memory interface for graphics sub-systems and servers, with additional applications within the networking, consumer electronics, and low-end PC markets coming on strong in 2000 and beyond.

techweb.com

By the way, the next supplier is the NEC/Hitachi combination, and we all know what Hitachi thinks about Rambus and DDR. No need to get a quote from them...

Here's a complete list of the major DRAM makers. Notice that they all (other than Oki which is leaving the business) are supporting DDR:

Directory for top-ranked DRAM suppliers April 20, 2000
techweb.com

-- Carl
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