Gene, Gene: Now you know that that aluminum (ALUMINIUM, if you speak the mother tongue) shorts is Carl's fetish, not mine. But you gave me a chance to review your link in all its glory. A CMP dreamboat of Via/AMI2's wants, wishes and desires, nothing less. Aye, maties, thar she blows! An' she's a beaut, blowing that hot air! Look closely and marvel at her intricately carved rose colored glasses on the foremast!
viatech.com
Slide 4: DDR is a "revolutionary evolution" (love that term; you MUST be the Manchurian Candidate) which: <<maximizes infrastructure use.....minimizes OEM risk>>. If I were scraping out those low margins, I too would want to maximize my infrastructure use, with my now depreciated equipment, especially if it meant taking INTC's money and telling them to shove it! Yessiree, send that contribution to AMI2 right away! But <<minimizes OEM risk>>?? LOL! I as an OEM wanna go assemble with subcomponents and a technology which arises from the underbelly of the commoditized memory industry, rather than from the leaders of the CPU world? Sounds like a going out of bznz plan to me.
Slide 7: DDR SDRAM around since 1999 (before RDRAM), while RDRAM disappears at YE2002. You mean I've been waiting for RMBS since 1999 when I coulda, shoulda, woulda bought one of these DDR gizmos all along? How stupid could I be?
Slide 11: This one's a beaut. "Best DDR accomplishments to date:"
Complete device specification
A common Gerber.
Where are the systems? Where's Carl's famous pythagorean ratio of design wins? LOL. At least there's some realism in this slide.
Slide 14 (our current point of contention, my double agent friend): Most manufacturers are allegedly sampling. Very few are at first revision right now. Most kick in late in 2001. Kinda clashes with the chipset wet dreams on the subsequent slide(s). I had a girlfriend once that did that to me. Oooh yeahhh.
Slide 32: Another beaut - "Why the market chose DDR" LOL! MARKET? You've got to be kidding... And the supposed reasons: "DDR is evloutionary" - who gives a CR*@? INTC has already DONE the heavy lifting for RMBS.
Slide 33: "Servers will drive DRAM" (in the future). I guess high end desktops mean nothing from hereon, huh...
But the best is: "AMI2 is coordinating the total system solution for total system memory" and invites y'all to visit their website, at www.ami2.com. Where's Carl? Anybody see Carl's picture anywhere? Where's Carl?
What a schlock piece of marketing... RDRAM falls off of every timeline slide, somewhere between 1H01 and 2H02, mysteriously vanishing into the ether. RDRAM is not mentioned in the networking memory trends slides, etc. Only SDRAM and DDR Sdram is present. Don't these guys read the industry? LOL.
All in my most humble of opinions,
BP |
