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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.16+0.4%9:39 AM EST

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To: tinkershaw who wrote (73392)4/14/2002 4:15:43 AM
From: Bilow  Read Replies (1) of 93625
 
Hi tinkershaw; Long time no see. Some time ago, you wanted to know the name of a mass market DDR desktop product that uses DDR in something other than the graphics:

tinkershaw, May 21, 2001
BTW Bilow,
You never answered my simple question of 1-2 weeks ago. Please name one mass market DDR desktop product that DDR is in. Not graphics cards but as memory. A product that is selling in the millions of units, oh, like RDRAM is.

Seems you like to ignore the most basic and important questions and convolute the board with the irrelevant and overly complex. A well known form of subterfuge. Of course you had to by-pass this question, becasue an honest answer would be NONE, BUT JUST WAIT 90 MORE DAYS. But heck, RDRAM is only an interim solution by Intel, right? {sarcasm all}.
...
#reply-15833357

My answer was this:

Bilow, May 21, 2001
This has been a long line in a series of retreats by the Rambus crowd. This is just their latest line of defense, and it will crumble in the next few months just like every one has before. Let's review these:

(1) Why aren't there any DDR MB benchmarks out? Then DDR MB benchmarks got let loose, and they were good, so Rambus longs retreated to:

(2) Where are these DDR machines? They aren't available anywhere. And when Micron PC began selling DDR machines, Rambus longs retreated to:

(3) Why is it that Micron PC is only selling PC1600 type DDR machines? We think that PC2100 will never work. And when Micron PC began selling PC2100 computers, Rambus longs retreated to:

(4) Why is it that Micron PC has such a long lead time on DDR machines? We think they're broken and don't work. And when Micron PC filled their back orders and reduced their lead times, Rambus longs retreated to:

(5) Why are all these companies (i.e. AMD, VIA, SiS, ALi) supposedly making DDR chipsets but none are available at PriceWatch? Then when boards became available at PriceWatch, the Rambus longs retreated to:

(6) Why are there no 1st tier computer suppliers selling DDR computers? We think the 1st tier players won't touch DDR because it doesn't work. And when Compaq and HP began selling DDR computers on their websites, the Rambus longs retreated to:

(7) Why isn't DDR in any mass market DDR products? And Rambus longs will soon enough retreat out of that position into their next line of defense:

(8) ???
#reply-15833775

What I'd like to know is what line of defense have you retreated to now? Or have you given up on the 'bus?

-- Carl
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