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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: grok who wrote (67820)	8/6/1999 8:25:00 AM
From: Dan3	Read Replies (1) \| Respond to of 1575619

Re: Intel and Rambus pin a kick me sign on the back of the dram vendors Ouch! Your point is well taken. Marketing and market manipulation can overwhelm all but the most obvious performance differences. It could get down to a binsplit game, (perfect for this thread). If 400/800 rambus keeps shipping as 40, 45, and 50 ns, and 50ns is a substantial portion of the qualified parts, many production PC's will be running at that speed - it'll be interesting to see what happens if anything other than the 40ns parts become the "no cache celeron" for the next year, and the manufacturers can't ship significant quantities at the highest speed grades. If they get stuck with a good chunk of the 400s after having gotten stuck with the 300s, they may give up on it. The market for rambus could become Sony and Sony. And marketing games aren't only played by Intel... Good afternoon sir, did you want a 32/16 bit Coppermine, or a 32/64 bit Athlon. We offer our Coppermine with the same cost saving benefit as the beloved 486sx, another 16 bit processor you may seen prominently featured in AMDs recent adds... Dan

To: grok who wrote (67820)	8/7/1999 5:34:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1575619

Re: one reason that I've become a Rambus investor recently Have you seen any of the VCSDRAM information such as the benchmarks at: necel.com No royalties, 3% larger die (instead of, is it 40% for DRDRAM?) and real world performance gains. Minor changes to existing production facilities. Not backed by intel chipsets, but is backed by SiS, Via, and ALi. Production right now seems limited to NEC and LG/Hyundai, but it's evidently a simple, low cost switch for anyone else if it starts to gain momentum. Dan