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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.12+4.5%11:18 AM EST

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To: Bilow who wrote (43384)9/27/2000 2:36:20 AM
From: Bilow  Read Replies (1) of 93625
 
Hi all; Re DramReview's system design ratio...

Finally, I find the data from the previous three updates by Dramreview:


Date RDRAM DDR
------------- ----- ---
Apr 12, 2000: 58 4
May 22, 2000: 70 10
Jun 7, 2000: 72 11
Jun 14, 2000: 72 11 (should be 12)
Jul 17, 2000: 79 12 (should be 14)
Sep 25, 2000: 85 12 (should be about 27)


So here are the statistics...

Apr 12 to May 22 40 days 22 new RDRAM systems 6 new DDR systems
May 22 to Jul 17 56 days 9 new RDRAM systems 4 new DDR systems
Jul 17 to Sep 25 70 days 6 new RDRAM systems ~13 new DDR systems


Anybody notice a pattern here? Go ahead and stick your head where you like. [edit: implication is "in the sand"] The fact is that RDRAM system additions are dropping off, while DDR system designs are accelerating. When a couple dozen motherboard makers start making 2 or 3 varieties of DDR motherboards each, the DDR numbers are going to explode.

-- Carl

P.S. Links to data for above table (since DramReview doesn't keep records of their past totals, but I did, and publicly, on this thread, we can watch the history of RDRAM's slowing down: #reply-13824996 #reply-13840659 #reply-13880083
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