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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (24241)7/7/1999 10:40:00 PM
From: Dave B  Read Replies (2) | Respond to of 93625
 
Kash,

You still haven't answered the question why you believe you know more than the engineers at Intel, Sony, Nintendo, Compaq, Dell, Texas Instruments and Panasonic? What have they missed that you see?

Thanks,

Dave

p.s. This is a very serious question. As I've said before, I'm in Rambus 5% for the technology and 95% for the industry support. So I believe that the design wins that Rambus has achieved will lead to its success. There are no design wins for any competing technology, so why have the engineers at all of these companies chosen RDRAM over the competition? How were they snookered? When the Rambus tech guys came and did their presentations for each of these companies, what questions should have been asked that weren't?



To: kash johal who wrote (24241)7/8/1999 12:12:00 AM
From: J_W  Read Replies (1) | Respond to of 93625
 
Frankly, I have seen benchamrks that show neither PC133 SDRAM nor 800 Mhz RDRAM offer much in the way of performance gain over PC100 SDRAM, so memory bandwidth does not appear to be the major barrier that is slowing folks down on their PC's. And in quite a few benchmarks the Celeron (which uses 66Mhz memory bus) is awfully close to PIII devices at equivent clock speeds with its 100Mhz bus and memory.

Kash,

Were these benchmarks you saw in connection with your work? Or were they posted on the internet? If so, can you provide a link?

Regards,

Jim



To: kash johal who wrote (24241)7/8/1999 1:59:00 AM
From: Tenchusatsu  Read Replies (1) | Respond to of 93625
 
<Frankly, I have seen benchamrks that show neither PC133 SDRAM nor 800 Mhz RDRAM offer much in the way of performance gain over PC100 SDRAM, so memory bandwidth does not appear to be the major barrier that is slowing folks down on their PC's.>

Then why should people move to DDR SDRAM, the favorite memory technology of the anti-Rambus coalition?

Tenchusatsu


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