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

To: Tom Warren who wrote (25423)	7/21/1999 2:29:00 PM
From: kash johal	Read Replies (1) \| Respond to of 93625

Tom, Re" Kash, McComas makes no comparisons between PC133 and Rambus, they are all between variations of PC100 and PC133 with more agressive timing settings and virtual channel drams. His negative comments on rambus are one sided not comparative. They are his conclusions that there are design problems that will affect performance. He did not support his conclusions with causal facts and logical arguments or with experimental results. How did he establish credibility with you. He didn't with me. " I think he raised some excellent points: 1. Cost impact of RDRAM - $300+ range per PC. 2. High end PCs declining as % of total PC market. 3. Rambus wind tunnel - a complete aborti*n if I ever saw one. 4. Poor performance and latency of RDRAMs-today we heard about RDRAMs in sleep mode adding to latency. 5. Lack of support for large amouns of system RAM in 99 - required for high end. 6. Yield of RDRAM 800Mhz and even production availability of RDRAM. In addition he stated that Intel had already started on a BX redesign to support PC133. Clearly Intel would not be supporting PC133 in Q1/2 2000 unless they anticipated significant demand for it. Frankly without being dogmatic about it there seem to be major points on both sides of the PC133/RDRAM devate. Intel should have let the market decide and supported both. Now they are jeopardising their own future by being late to PC 133 and leaving VIA with all the Q3/Q4 sales. And unfortunately with their allout backing of RDRAM they have raised expectations so high for RDRAM that anything less than stunning performance and market shares will be acceptable. Sometimes its better to underpromise and overdeliver. Regards, Kash