Incidentally, I could not find your answer to
Bilow's reply,
That is because his point is so absurd I didn't even want to waste the time. Bilow sites the "retreat of Rambus" and the "progress" of DDR. When I see newsreleases out of Taiwan proclaiming, with great surprise, that production of RDRAM boards are now exceeding DDR, and reviews of each and every new DDR chipset demonstrating that very little is gained by using DDR over SDRAM.
Quite certainly DDR systems will put products out there eventually that might gain some mass appeal. But at the moment DDR really is only for enthusiasts and anything anti-Intel. But Bilow keeps citing predictions, projections, announcements. He is ignoring results and by doing so is implicitly stating that "well, RDRAM may be gaining a foothold now and doing well, but that is abberational." Not only is he ignoring results he is also ignoring any pro-RDRAM collateral evidence that indicates its further support.
I'm sure in December of 1999 Bilow ignored the fact that Samsung invested over $4 billion in production of a new RDRAM only plant, or that small board manufacturers were announcing more and more boards to support the 820 launch. All the while the stock was languishing due to fear that Intel would cancel the entire 820 project and abandon RDRAM. Fortunatley I did not and cleaned up big-time.
The situation today is a bit different. Not because RDRAM is not winning in the marketplace, but because the DRAM slump is getting so bad that there are not likely to be any winners this year. We are talking a historical crash in the DRAM market.
In addition, Like most, I simply don't have the time nor energy to respond to each and everyone of his posts. If you want a different perspective I suggest you go to the Fool Rambus board. Certainly there is a lot of cheerleading over there but you also get to see what is actually happening in the marketplace. Certainly also helps to know that the only profitable DRAM being produced at this time is RDRAM. Wonder if that will have any affect on drawing in more and more fabs into RDRAM production vs. the DDR decision?
Nah, firms will never move from unprofitable to profitable products. Won't happen.
Tinker |
