Hi all; The longs have quite a lot of silly hype posts tonight, more than the usual, and of the following types:
(1) Foreign language articles quoting Rambus managers as to the future prices of RDRAM, and the future of DDR. We all know how accurate and forthcoming Rambus managers are about their technology.
(2) Reposts of old news about module makers. The module makers are not the bottleneck in the RDRAM production problem, but Rambs keeps putting out PR about them anyway. Now the longs have taken to reposting old fluff PR. By sending out PR that affirms that memory module makers are signing onto RIMM production, they are seeking to hide the fact that the memory chip makers refused to significantly increase production at Intel's request a few weeks ago.
(3) Suggestions that I am paid to post. LOL!!!
(4) Reposting old information about an Advantest RDRAM memory tester, (but of course failing to mention that it is also designed to test DDR.)
I think there's a reason for this sudden flurry. I'm convinced that there is some horrible real news brewing for Rambus, and those in the know are very worried about it. And so the big PR blitz.
I don't know what the news is, but here are some guesses:
(1) Maybe Sony did design RDRAM out of the compact PS/2. This was suggested as a possiblity on the thread before, but I really doubt that it could happen so soon. (See #reply-13840905 and replies)
(2) Problems with the Hitachi lawsuit? I don't think so. Instead, I think it is:
(3) Dataquest releases DRAM production estimates every 6 months, and is due about now. See my post detailing how they have had to reduce RDRAM estimates for 2000 drastically in each of the past three releases: #reply-13620094. The new predictions will be out within two weeks or so, and they are going to reduce their estimates yet again. (And I will post "I told you so.") It is possible that in addition to reducing their predictions for 2000, they will also drastically reduce their predictions for further out years.
Should be fun to watch. Previous Dataquest DRAM predictions hit the press on Dec 7, 1999, June 14, 1999, and Dec 13, 1998. Right about now would be perfect for another downwardly corrected Dataquest prediction.
-- Carl |
