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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (33877)10/27/2000 2:59:09 PM
From: Ali Chen  Read Replies (1) of 54805
 
Ok, I will try to play your little game here... Let see
what you have in support:

<In regard to RDRAM performance benefits, and I'm sick of repeating this...the 820 is not a great vehicle for RDRAM>
Interesting... you are asserting that
"..Rambus has a value chain of the largest best abled players", which apparently include Intel as a main
partner and, incidentally, designer of the 820 chipset.
So, in effect you are saying that the "best abled player"
has produced wrong chip. Maybe you will re-think your
position before posting? If you mean to contrast it
with the 840 chip, I'll ask you what has happened
with "low pin count" benefits of Rambus,
and their advantages "finer granularity"...

<..neither are standard benchmark tests.>
Benchmarks are tools to compare performance of
computers on currently available applications,
to guide buyers decisions. Majority of people
buy tools to solve their current business needs,
not tomorrows. A little example from understandable
automotive area: it is well known that an all-steel wheel
has much lower friction when running along a steel
rail. I guess you are not proposing to sell the
steel wheels for cars today arguing that people will see
all benefits of your wheels when all road will be paved
with rails, do you?

<From 0 to 70% almost overnight.> It is yet to be
seen as what is the definition of "workstation"
used in the Rambus propaganda. One Rambus supporter, "Estephan", talked to the point
that the same 70% of servers were equipped with RDRAM
last Q. After little research it appears that
currently NONE of servers are using RDRAM.
Message 14666725
Message 14666189
Are you sure that the meaning of your "70%" will
not drastically change after similar research?

<Yet Samsung is saying that by 2002 RDRAM will be no more than a 10-15% premium to SDRAM;>
You probably need some better check as what is
the meaning of "RDRAM" in Samsung's saying.
As you might heard already, the RDRAM _chips_
alone have 10-15% bigger silicon area, just
due to additional Rambus muxes and de-muxes.
Therefore the 10-15% difference will remain
there just because of cost of raw materials
and wafer processing alone. Are you sure
you want to believe those 10-15% Samsung
numbers, and do not want to consider the
final cost of the consumer product - RIMM?

<BTW/ have you checked out how much radiation DDR will put out at 266 Mhz,>
No I havn't. Have you? Do you have EMI data for far
an close field? Do you think 800MHz wires emit less
than 266MHz?

<Fix one problem, and another problem is created with DDR.>
Do I hear "Typical engineering pessimism" here? :) :)

<.. RDRAM, although it has very tight tolerances, solves these problems.>
Does this knowledge come to you when you practiced law,
or when taking MBA classes?

<..Except with DDR you have no propoganda being flown about in the press to illustrate the extreme problems with all the pins and interference - no incentive for anyone to do so.>

You have identified above the correct milieu for
those "extreme problems" - propaganda in the press.
I am curious as who's "propoganda" it might possibly
be? :) :)

<Two weeks before I made my first ten bagger on Rambus
... I like that sort of coercive market power.
It is a gorilla trait>
Is not it now a five-bagger only, or even below? :)

Sorry guys of the thread, I am too sick of groundless
hype about Rambus. But whom am I preaching too?
Pump and dump, is not it a gorilla game rule?

- Ali
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