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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (42709)5/16/2001 9:02:14 PM
From: Ali Chen  Read Replies (1) of 54805
 
"First the DDR your siting is the low level DDR"

1. You need to check your facts first. I cited the
DDR PC2100, which is officially the top systems-supported
DDR memory, at 266MHz data rate and 2.1GB/s bandwidth.
Which is higher than PC800 Rambus at 1.6GB/s I have
compared with.

2. "which is giving at best 5-10% improvement over SDRAM performance in all benchmarks."
??? Rambus top memory in PIII 820 and 840
systems is performing worse than SDRAM in i815,
so why you are talking about performance at all?

3. "Second the RDRAM your siting is the high-level RDRAM, which is faster than the PC600 RDRAM, which is still much faster than DDR200, which is the product your citing."

See #1 above.

4. "RDRAM implementation on boards is simpler"
Are you joking, or what? FYI, the Intel 850 boards
are 6-layer, does it tell you something, or I
need to elaborate?

5. "RDRAM has better granularity (far better)"
We have ran into this joke before, didn't we?
Could you list any PC manufacturer who uses
this granularity? Does this granularity wipes
the a$S better, ot what?

6. "and RDRAM can be done dual channel"...
just to approach the performance level of a single-DIMM
DDR system, right?

7."Samsung is stating that RDRAM 800 will be at no more than a 20% premium over DDR this year...
will be at or very near price parity."

When it will, then you can say "price IS
comparable.

8. "Sixth, the rumor is that DDR is being put on the street at below cost."
Pricewatch is not the rumor. It is the street
market that does not care about your rumors.

Shall I continue, or you will check your
facts first before squirming like a grass-snake
on a frying-pan?
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