Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.70

-3.8%

Nov 18 3:59 PM EST

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To: jim kelley who wrote (42692)	5/22/2000 1:55:00 AM
From: Bilow	Read Replies (1) of 93625

Hi jim kelley; You said that "Production only recently ramped on RDRAM and its production infrastructure is still growing. The Nvidia chip decisions had to take place long before RDRAM had sufficient production maturity. This is not at all true. RDRAM is well known to have ramped to volume before any DDR did. In fact, we have heard this fact over and over and over from the longs last year. It was supposed to be too late for DDR because RDRAM had already reached volume manufacturing. DDR is the new kid on the block, and it is the less mature technology. But it got off to a pretty quick start without a lot of problems, didn't it? Nvidia has already sent two DDR chip generations to market. Their next generation is rumored to also be DDR, and I have no doubt that it is. They are also rumored to be using DDR for the X-Box, which would count as a third or fourth generation DDR product. The fact is that there are already DDR products that have almost gone through the complete product cycle. From first customer ship to last customer ship. Nvidia is no longer making the GeForce chips, having converted entirely to GeForce2 chips. The industry is moving ahead, DDR is evolving very quickly, RDRAM is stuck at high costs and small volumes. What is Rambus going to do!!! The DDR (i.e. Deoxyribonucleic Dementia Retrovirus) particles are mutating faster than the onboard diagnostics can track them down, captain!!! This could cause a dilithium crystal overload with complete breach of core!!! I think the bus is going down!!! Abandon ship!!! -- Carl Example post from earlier this year, January 12, 2000: i have read rmbs is to be in $1200 pcs. by mid 2000. if this is true, rmbs will bury 133 and ddr. as they will be lost in the smoke. there is no doubt rmbs is ramping up and samsung is leading the ramp up. #reply-12544577

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