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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.26-11.1%3:59 PM EST

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To: Joe NYC who wrote (41791)5/9/2000 1:57:00 AM
From: Bilow  Read Replies (2) of 93625
 
Hi Jozef Halada; A VCRAM and HSDRAM memory benchmark and review:
Well, RDRAM costs more than college so I figured I'd just slap my old PC100 on it and wait for the prices to fall. Memory bandwidth on Intel i820 chipset-based motherboards with SDRAM is extremely poor because it has to go through a Memory Translator Hub (MTH). UPS delivered the motherboard and I sent it right back.
overclockers.com

Last summer, I realized that the Athlon was going to be hot when I read what the overclockers were doing with it. I know that overclocking doesn't carry much panache among the more prissy elements of the engineering community, but you can use their results to tell just how hard the component makers are pushing their chips. You can certainly use them to detect downbinning, which I consider a great sign for the future. Intel is most certainly not downbinning these days...

AMD had a history of not having much headroom on their parts, while Intel had a history of having plenty. When that relationship reversed this past summer, I knew AMD had arrived. Since that time, the stocks has gone up 5x, and is now probably a little pricey.

-- Carl

P.S. That stuff about AMD saying that DDR might not work is just FUD. They had some sort of shareholder lawsuit, and added text of that nature. The RMBS holders are getting a bit desperate, and are resorting to that sort of thing.
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