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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 98.83+0.8%Dec 4 3:59 PM EST

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To: Scumbria who wrote (65407)2/5/2001 7:40:59 PM
From: Dave B  Read Replies (1) of 93625
 
Remember the design team you met at Fibbar's? Guess what kind of DRAM they were designing for?

Seeing how far behind you DDR guys are, I'd guess EDO, though that may be too advanced for them.

At least 20 million units of that design will sell over the next two years.

Sounds like an engineer speaking who has no idea how to look at the business side of things.

Almost everybody in Silicon valley is designing around DDR. Silly comments about Micron are rather absurd.

Blah, blah, blah. More "ooh, it's coming" talk. What's absurd is your dreams that anything's going to happen with DDR in the system memory space. Three months after introduction, you have nothing. That's a failure to date by anyone's definition. Given that we're now three months into launch, can you back up any of your hyperbole with any concrete design wins? Hmm? You're the guys who love to point out the lack of design wins -- well, DDR is certainly rife with those.

If DDR were being built by a company rather than a consortium, both the engineering and marketing teams would have been fired by now for their failure. No team worth it's salt develops and ships a product without having customers lined up ready to go (for an example, see the RDRAM launch where systems were ready to ship on the first day). Again, to date the launch is a failure. If it improves, great, since I believe we'll see royalties from DDR anyway. But regardless of the royalty situation, the DDR launch is one of the all-time snoozers.

p.s. The only silly comments about Micron are yours, since I'm not commenting about them, I'm commenting about MUEI.
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