Hi Steve Lee; This is the perfect example showing the result of my being a design engineer who has designed with memory (and talked with sales reps) for 20 years and you being just another mom and pop with pointless comments and opinions on the memory business:
Steve Lee, August 19, 2001
"... Then it is hard work to needle the truth out of him because every time he replies, he throws a couple more untruths in. Like the DDR/Nanya/Dell comment he made a few hours back. Nanya says DDR ramping and Nanya says except for Dell, DRAM sales are slow. So Bilow tries to make some tenuous link implying Dell is ramping DDR buying. I don't have anyone ignored currently, but he is coming close." #reply-16230838
The post you're of mine you're complaining about is here:
Bilow, August 18, 2001
Hi all; Nanya says DDR demand increasing quite rapidly:
...
What's particularly interesting about Nanya's comment that demand from Dell is up is that Nanya makes DDR, but doesn't make RDRAM: [Link] #reply-16229383
In the above, I never said that Dell was buying DDR, just that it was interesting that Nanya was saying that Dell was buying, and I noted that Nanya didn't make RDRAM. These were observations that mom and pop might have missed. Mom and pop, especially mom and pop sitting on losing Rambus positions, would instead assume that since Dell has no DDR based PCs, if Dell were buying, then it must be that Dell was buying RDRAM. What I demonstrated with the above was that if Nanya was selling to Dell, it damn well wasn't RDRAM.
I mean really. Barely 48 hours have gone by and you already look like a fool. And what are you complaining about? We have an article about Nanya ramping up DDR, and Nanya says that Dell is buying strong. What kind of conclusion would any thinking person draw from this? That Nanya isn't selling DDR to Dell? For you to complain about my one line comment is ridiculous. You regularly and repeatedly have made totally erroneous statements about the future of Rambus and the memory industry all over the Rambus thread, all I did was connect a few very obvious dots.
Now lets see how your complaint about my statement has aged:
Larry Dudash, August 19, 2001
Steve; I have put off buying a DELL work station with RDRAM(800) because DELL is coming out with a workstation with DDR which will match the 400 bus.IMHO. This new work station is posted on DELL's web site, but no pricing. After phone calls to DELL, found out this duel P4 with DDR will be out in October 2001, once new intel bus using DDR is ready. Hope this helps. Larry Dudash #reply-16230880
Another 24 hours goes by and Jdaasoc, a respected regular on this thread, and a long time Rambus bull, has pretty much verified Larry Dudash's statement (and my implication):
Jdaasoc, August 20, 2001
carl: I just heard form realible Intel distributor that both DDR P4 and DDR Celerons will be here in Oct. Larry on channeling thread said Dell will have DDR P4 in Oct so I and using what my source said to confirm that RDRAM stays in niche market at top of pile with DDR commanding all mass market segments starting in OCT. #reply-16235613
If the salesrep says Intel DDR solutions in OCT he is either totally true or just receiving incorrect information from the source Intel. I have to believe that Larry's Dell inforamtion was "true" as well. #reply-16235772
The difference between you and me is that I am able to read the trade press and feret out the implications. Maybe you're not still long RMBS, but for whatever reason, you're not looking at the current situation with an even, unbiased outlook. By contrast, I doubted the veracity of Larry Dudash's statement, when it first came out:
Bilow, August 19, 2001
...
Personally, I don't believe that Dell ever put up such a link, and that Larry Dudash is mistaken in which web site he remembers the link on. Certainly I don't think that Dell is going to have a dual P4 DDR based (i.e. main memory) workstation in October 2001. Not a chance.
... #reply-16231810
If I were as biased against Rambus as you claim I am, why would I have doubted Larry Dudash's observation? The reason I doubted his story was because I've not seen any other direct evidence that Dell has DDR planned or announced, and I really surprised if they would slip up so badly as to put information on one on their web site. It's just a lot easier to believe that Larry misremembered what web site he was on when he saw the DDR machine. But now the news from Jdaasoc suggest that Intel will have DDR in October, and if Intel has DDR in October, then we all know that that means that Dell will be selling it.
You're a smart guy, but you're not in this industry, and that means you have to have it spelled out for you. If you would listen to what I write without your prejudices against me, maybe you could make some money from the information I bring to the table. The reality is that the news that RDRAM is about to be replaced with DDR is not yet out on the street. Even Jdaasoc is still unaware of this, and you still believe Rambus story: "I do expect RDRAM to do well though." #reply-16235369 The fact is that RDRAM is not going to "do well", it's dead, dead, dead. Not a single x86 chipset maker (other than Intel) has made a single hint that they're going to design an RDRAM chipset, and Intel is endorsing DDR.
-- Carl |
