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

To: capt rocky who wrote (29087)	9/9/1999 5:12:00 PM
From: Investartist	Read Replies (1) \| Respond to of 93625

"...you admit samsung is best dram manufacturer, why the hell do you think they are into rmbs like they are. i think they know more than you. you can fud all you want. rmbs is coming, and soon." Thanks Rocky for the comment...my thoughts exactly, I met and talked to Avo Kanadjian, Senior Vice President of Memory Marketing on June 9, 1999. Avo stressed his belief that RAMBUS would be the dominant memory standard of the future. Please see my SI post#29000. I don't care how much spam or FUD the spammers spread, it won't have any effect on the success of Rambus. All the many manufacturers involved would not have come this far if it were not and intelligent idea and the best future memory solution for the increasing need for bandwidth and speed. ..They have the intellectual brainpower to determine this...a few Fudsters are a joke compared to them. FUD=Hot Air Sincerely, Investartist

To: capt rocky who wrote (29087)	9/10/1999 9:27:00 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi capt rocky; I have no doubt that Samsung is the best memory maker in the world, for the combination of leading edge and volume. IBM does good leading edge, but never seems to produce enough to supply outside customers with leading edge parts. But all that has not a lot to do with rambus. Samsung is the leading memory maker. They have been the firstest with the mostest as far back as I can remember. Rambus is a great opportunity for them, because it puts a big roadblock in the way of the other DRAM makers, in comparison. Rambus is an extremely difficult thing to manufacture, compared to other DRAM types, and this gives an advantage to the company that is best. They can charge a huge premium for RDRAM chips, which is good for Samsung, not for the long-term health of rambus as a standard. Notice that Samsung was the first to really be able to make RDRAM. Take a look at Samsung's web site. They provide all kinds of specialty DRAM. They invented both VRAM and SGRAM, if I remember correctly. (Is that true? Now I can't remember, and I'm too lazy to look it up. Anyway, they are the best.) Also you should be aware that Samsung is gearing their SDRAM production to be wire bond option to DDR. This means that they can ramp up DDR very, very quickly, and it also means that any process improvements to their highest production line can be easily tested as DDR. Rambus, by contrast, is too weird to share a die with SDRAM, and this is a disadvantage. Samsung is the best because they cover all the options, and they cover them first. When DDR starts shipping strong, (and large quantities are now available, in fact, you now have to buy them a couple hundred at a time) Samsung will be the firstest with the mostest. Incidentally, because the minimum order for DDR has gotten so huge, (the onesies and twosies sampling period is over), I would guess that DDR equipped machines will be selling by sometime in October. If some of those early adopters are PCs, you will see comparative performance figures by the end of that month. -- Carl