Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.23

-3.2%

11:46 AM EST

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To: Scumbria who wrote (49471)	8/12/2000 3:28:25 PM
From: jim kelley	Read Replies (4) of 93625

Hmmm... RDRAM cost a lot when it came out. Thanks a lot for that keen insight Bert. There is poor market acceptance of RDRAM among the customers. I think he thinks the customers are the DRAM companies. If he thinks they are the OEMs he is wrong. DELL, HWP, CPQ, IBM,... all have impressive offerings. He thinks performance is an issue but the RDRAM workstations took away the number spot in the worldwide workstation market. How could that happen if performance was really an issue? None of McComas' statements shed any light at all on the 820 and 840 issues. Of course most of the fury has been directed at the cost of RDRAM on the 820. This is despite the fact that DELL and other companies have been selling systems with 128MB of RDRAM for many months now in the 1 to 2K price range. This is the price range for which McComas says Intel will have no offerings next year. Doen't make sense does it? This issue of benchmarks is well understood by friend and foe alike by now. There are benchmarks and then there are other benchmarks. The 820 is consistently in the top performance category for desktop PC's. Regardless of McComas assertions to the contrary. It should also be well understood that the optimal performance of RDRAM requires a 400 MHZ FSB. Bert knew it. I know it. Intel knows it. AMD knows it. BERT conveniently overlooked this entire matter. <FUD> The 820 and 840 are doing very well in the market. In fact, DELL has used these two boards to become number 1 in the workstation market last quarter by a wide margin. If these were not selling well they should be in last position not first because this is all they sell in that market segment. If there were any real performance issues in this part with RDRAM do you think corporate America would have chosen DELL as it supplier of choice for workstations? Instead McComas misleads people into thinking that the 820 and 840 are going away at the end of this year. Well, the Intel roadmap shows that this is not the case. There is no way that RDRAM market share can shrink to the levels predicted by McComas without the disappearance of the 840 and 820. Moreover, it is clear that Timna uses RDRAM as its preferred memory. So looks for a large increase in RDRAM usuage in Q3 and Q4. I Q1 Timna will be out and certain configurations of Timna will require RDRAM as the preferred memory just as the PSII does. Time will tell. If the P4 with RDRAM does not live up to its promise of superior performance I will reasess the entire matter. However, the only benchmarks I have seen on the P4 to date bear witness to its superiority over its rivals. So RDRAM will come into its own with the arrival of the P4 and that arrival is imminent IMO. Your effort to rehabiltate Bert is lame. :)

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