Message 16042777
For instance, Samsung was predicting that RDRAM would be 50% of the 2001 market as recently as April 1999:
April 1999 isn't really that recent. Over 2 years ago..
All the memory makers are supporting DDR, while several of them have no RDRAM at all. Advantage DDR. All the chipset makers are supporting DDR, while only one is supporting RDRAM. Advantage DDR. It's pretty clear that industry has concluded that DDR is going to be around, most of the companies involved with memory have ignored RDRAM completely, and, well, since "there can only be one", I guess that means that the industry has concluded that RDRAM is going to be dead, dead, dead. Pretty simple.
hmm..the memory makers support DDR? Well, sh*t that's the next standard. Here's an idea, i'll start my own memory company and announce support for DDR...there's another company supporting DDR!! Who cares what Intel has to say or feels. Let's forget that Intel has over 10 billion dollars in cash and is worth 200 billion. Intel decides which standard is next you idiot. Intel basically made SDRAM the standard it is today which JEDEC couldn't do and if Intel wanted RDRAM the next standard they could do it. Obviously, Intel is going to do what's best for Intel and if that means support all three (DDR, SDRAM, & RDRAM) then that's what they'll do.
He knows that even though Intel has strongly (at least officially) supported RDRAM for years, there have been no new design wins since late 1999, and that RDRAM use is therefore largely going to be limited to Intel and Sony designs.
Intel will support RDRAM in their next version of their IA-64 bit processor (McKinley) & EMC (biggest storage company) uses RDRAM in their products.
It fails to note that Samsung has made many previous predictions that it failed to achieve, and in addition, that Samsung is fully supporting DDR. For instance, Samsung was predicting that RDRAM would be 50% of the 2001 market as recently as April 1999:
Through-out your entire post, you kept using the same theory that the industry knows more about memory that a lawyer (Scott). I even got the feeling that you thought it was funny that a lawyer was tring to predict who will win. So i'll do the same. If Samsung was wrong about predicting what RDRAM market share would be 2 years later, what makes you think you can predict which standard will win. I doubt you are as smart as Samsung. I doubt you know more about memory than Samsung. Why should anyone believe what you have to say..
-Could have argued other points, but i'm sure this board has already done that. just a RMBS shareholder in the red and doesn't predict which standard will win. |
