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

To: grok who wrote (26670)	8/8/1999 6:30:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

KZ, You make a good point. There will be many ways to say "RDAM is faster than XDAM" without anyone really knowing or caring in what manner it is faster or what the benchmarking standards were. It will be interesting. But I have a feeling if Intel says it is faster but Via says it is not, then who do you think the public will believe? Probably Intel, don't you think!? Regards, MileHigh

To: grok who wrote (26670)	8/8/1999 7:25:00 PM
From: unclewest	Read Replies (2) \| Respond to of 93625

I can see how it will happen: 1. Intel announces benchmarks showing rambus systems are faster but not pointing out that their comparison is based on the slower CL3 sdrams. 2. OEMs and independents benchmark Coppermine+Camino+Rambus vs Coppermine+Via+sdram and discover that the rambus system is faster but not pointing out that Via's Apollo Pro133 chip set is slow due to its internal design. But the big question remains whether Intel will stick with rambus do-or-die or announces sdram chip set support do to availability issues. And I wonder if the answer will leak? interesting discussion here today. i gather many think the issue is not about the best product. rather it's about perception and marketing, about personalities and power. i understand your big question issue...but, i think the answer already leaked. rambus ceo, geoff tate, stated clearly last feb that he expected ddr to have a brief, single iteration, life span. to me reports of anything less than that for ddr have been gravy. why now just a few months later is anyone surprised or looking for a leak that ddr "may" have a brief, single iteration life span? are you all surprised that rambus understands the production and marketing issues involved. does rambus' knowledge of ddr and rdram issues and their own customer base surprise you? i am gaining more and more respect for rambus and their credibility with every post here. with that in mind let me remind everyone of a few rambus statements made just last month. rdram is miles away from pc-133. rdram 800 yield is averaging 80%. 6 companies have validated rdram, 2 more expected before the end of the year. by 2001 rambus expects to have over 50% 0f the dram market. pc-133 is not a problem for rambus. everything appears to be on track. goal in packaging is to have rdram cost 10% more. in 6 months expect cost to be the same. this very conservative little company does not even know how to spell the word BS. to my knowledge, everything they have ever told us has turned out to be true. i can pick apart every fud post...and i do not even understand the concept of rambus. if it looks like a duck, talks like a duck, quacks like a duck, and lays eggs like a duck, it is fud. so the choices are sit on the sidelines or play. players get to pick sides...i am a player, and i have a preference... i prefer a history of honesty and integrity. i prefer the superior product. i prefer the superior marketing machine i.e. intel and dell et al. i prefer having the speed upgrade, even if i don't need it. i prefer having the overwhelming majority of the industry's biggest and baddest players on my bench. i think rambus has already won. just need to fix the scoreboard lights so everyone can see. unclewest