Hi Bubba,
One of the things that fascinates me in my occasional forays here is the "BS detectors" who proclaim their presence, always in favor of the inevitable RM-BS triumph. Me, I'm not particularly interested in the stock, I'm just puzzled about why Intel has basically trashed its chipset business in support of this dubious technology.
Here are some FOS numbers for you to contemplate, if you chose. They're a puzzle to me. Intel is recalling a million 820 boards with the MTH hub problem, which supposedly is something like 80% of the 820 boards out there, or something That leaves 250k 820/bs-ram boards out there, in 7-odd months of production, or 40k rambus systems a month. Compared to a combined Intel/AMD processor production of 12 million a month.
You can add in 20k-odd 840 boards if you want, to get up to 60k systems a month out of 12 million, which gets you up to a whopping .5% share of the PC market.
You think Rambus is in danger of hitting the 1% mark anytime soon? Looks like a stretch to me, but who knows? I guess that since the memory makers haven't been properly deferential to Intel's directions here, Intel could start producing drdram themselves, that would be entertaining. I'm sure given recent history, they'd have no trouble producing high speed parts galore.
Cheers, Dan. |
