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

To: Dan3 who wrote (28043)	8/29/1999 9:50:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

dan, this is terrific. those points were covered in class today. ok! one at a time... It's harder to daisy chain 400MHZ parts than 133MHZ parts. that would be true...very true if rdram used the same poor signal strategy as sdram... but it doesn't. your argument and comparison is not applicable...comparing apples to bricks. it is very important to understand and appreciate that intel does the system work, due diligence and verification in the lab to ensure that the memory system will be rock solid in production. That's nonsense, SDRAM is already being made as x8, x16, and x32 dan...debate the relative merits of my posts...needle me if you like...but puhleeze don't call them nonsense. that is outrageous. re: granularity... the 32 bit wide argument... the price example i gave allowed for 32bit wide parts...that is why i set the aftermarket price at $2x rather than $4x or $8x. nevermind that 32 bit wide parts require a more expensive package...and screw up the aspect ratio of the die. i don't totally understand that die ratio stuff yet...maybe you could describe that problem for us. i do know it is not an issue for rambus! but it is a problem for sdram. Samsung's 222 MHz SGRAM this is a premium memory type for graphics...costs way more than dram...that has been explained in detail by scumbria...what is your point? i would like to thank you for encouraging me to continue my dram education. not only am i learning the advantages of rdram as expressed by over 100 of the top technology and computer companies as listed here... rambus.com (be sure and click on all 10 links on the left side of the page.) but, i am now also learning the huge technical disadvantages of sd and ddr. i also realize now that much of computers is learning the vocab...various areas are highly specialized. no one knows it all. not too difficult to specialize in a small part of computer science. i would encourage all of the non-techies to find a guru or several. i even take courses at our local community college adult education program. most of the students are like me over 55 and the courses are all <$50 including books. our school puts every student on their own computer for each class. class sizes are never over 12 so you get lots of personal attention. computers are so interesting and avant-garde that everyone who understands them wants to talk about them. ask your questions...i do...and i get great answers and lots of help. just beware of those who short rambus!<gg> unclewest

To: Dan3 who wrote (28043)	8/29/1999 10:03:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

Re: surely you don't really think intel, dell, ibm, cpq, samsung, sony and toshiba..... I think they made that decision 3 years ago when they thought DRDRAM would be available 1 year ago and wouldn't cost half again as much as SDRAM dan, meant to address this at the end of my last response... you do not have the timetable quite right...the big decisions have all been made this year...examples... intel invests $100 million in samsung for rdram production.(jan) samsung invests $100's of millions in rdram production. last year and this year. and another big announcement last week. intel invests $500 million in micron for rdram production.(jan) sony and toshiba joint venture with $1 billion to produce rdram.(this year) hyundai and lg semi invest $100's of millions each to produce rdram.(this year) ibm announces intent to produce and use rdram.(june) dell and cpq leak rdram enabled puters coming in sept.(2 weeks ago) rambus announces chipkill and says server chipset to sample this year.(2 weeks ago) sony announces playstation II to switch rambus.(6-8 weeks ago) shall i continue? i have been keeping up with the current news. what happened 3 years ago that i missed...that is relevant?

To: Dan3 who wrote (28043)	8/29/1999 10:38:00 PM
From: Dave B	Respond to of 93625

Dan, I think they made that decision 3 years ago when they thought DRDRAM would be available 1 year ago and wouldn't cost half again as much as SDRAM. Go back and read the announcements from 1997. They said DRDRAM would begin in mid-1999 (and they stuck to the June date until last February). Overall, the schedule in 2 1/2 years has slipped 3 months. I wish I had development teams like that to work with. more likely that you might buy a Rambus machine with one RIMM, then find it becomes unreliable when you add more. It's harder to daisy chain 400MHZ parts than 133MHZ parts. It's scary to hear you say this. I have a friend who designs memory interfaces for one of the largest hard drive companies. He's told me on a number of occassions that he thinks what Rambus has done to ensure a working solution is incredible, versus the sloppiness that has surrounded that SDRAM technology. He also holds the view that 133 Mhz memory may/will have problems. Dave