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

To: Dan3 who wrote (26691)	8/9/1999 12:30:00 AM
From: pompsander	Respond to of 93625

Here comes Athlon... biz.yahoo.com Can someone remind me about Rambus and the "Athlon family". I know AMD is a licensee, but that this first iteration does not support Rambus. But, if they are going to a 650 Mg. speed, and presumably above in the future, how do they intend to solve the memory interface problem which Intel has declared Rambus to be for them?

To: Dan3 who wrote (26691)	8/9/1999 8:04:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

Even the best tips can be wrong, even from people who have only the best of intentions. If you don't care to respond to my comments, that's fine dan, i am happy to respond to your comments. actually thought i was specifically addressing your comments. just did not do it sentence by sentence or line by line. but i will. in return, i have a request that i do not feel has been addressed. when you post data regarding a specific company please let us know if it is your opinion or provide a substantiating link. tia, unclewest here are your comments with responses. I'm not sure I follow your list of conclusions: pc-133 is not a problem for rambus -> PC100 performance equals Rambus 600 performance, Why wouldn't PC133 performance equal Rambus 800 performance - and cost meaningfully less? i am relying on rambus, dell, samsung and other industry titans who have released official statements that rambus is faster, and offers more bandwidth. sony announced approx two months ago that high speed ddr is unstable and they refuse to use it. makes sense, who wants unstable computer memory. i have provided you with evidence that costs will be the same. time will tell. more on costs a little later today. everything appears to be on track -> What happened to Rambus 600 in computers? i am not aware of any industry reports that said rambus 600 was going into computers...there was only some brief unsubstantiated fud as i recall. now we know that rambus 800 yield is 80%. with a ready market for all of the 600 parts why not go direct to 800. for example, toshiba can sell all of their 600 production to sony for pII and use their 800 for pc's. i do expect sony and samsung to announce other products using rambus also. goal in packaging is to have rdram cost 10% more -> Does this mean that if two computers are otherwise identical, with identical options, processor speed, disk and memory size, etc., the one with rambus will cost 10% more? Won't that make it hard to sell? intel, dell and ibm don't think so. in 6 months expect cost to be the same-> When rambus uses 15-20% more silicon? (corrected from my figure based upon rambus production costs being 40% higher) And can only be made with the latest fast depreciating fab equipment? this is why i asked you to provide substantiating links. i see no value endlessly discussing hypothetical questions. using industry reports to prove a position means you don't have to change yours. i must admit i have had to change my opinions before too, openly here on the thread. Rambus (in PCs) rises or falls depending upon Intel's marketing decisions - and Intel's world looks to be turning upside down tomorrow. This isn't some huge risk for rambus, it's a perfect technology for video appliances such as games due to its low pin count. And the units in that area could surpass the units in PCs (someday). But 50% of the PC memory market in a year an a half seems to be quite a stretch. i agree that rmbs in pc's depends on intel. intel has steadfastly remained resolute in their support of rambus. in fact besides camino in sep, intel has announced coppermine for portables is coming in oct or nov. intel has already announced timna for low-end computers next year. timna will only support rambus memory. i can find no evidence that intel is upside down (LOL). in fact all the analysts say just the opposite. 50% of the pc market in 1 1/2 years may seem a stretch to you. it seems conservative to me. sdram only needed two years to get 90% of the market. unclewest regarding your comments on companies. reposted as the first sentence of this response. rambus has never mislead me yet...not even a little. rambus' integrity is not an issue. i see no reason whatsoever to discount their statements.