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

To: Tenchusatsu who wrote (30189)	9/22/1999 6:10:00 PM
From: grok	Read Replies (2) \| Respond to of 93625

RE: <First of all, how do we know that the apps we're talking about will run faster on DDR?> With every bit as much assurance as others on this thread have when they throw out some totally unverified claim that says Rambus is going to be just ducky on some app that doesn't even exist today. RE: <Sure, DDR can brag of a 2.1 GB/sec peak bandwidth, but will actual throughput come close to this, even in the best-case scenarios? We've seen a lot of "benchmarks" regarding RDRAM performance, even though some may be way off the mark, but we've seen absolutely no DDR "benchmarks," good or bad.> Sorry, the independent benchmarks of Rambus all show them being slower than Sdram. So it's reasonable to expect that they'll be even slower against DDR. RE: <Second, we know that DDR will be available by the time these apps become widespread, but so will RDRAM, which already has a headstart anyway with Camino's launch next week. And third, chipset competitors like Via have traditionally lagged behind Intel in the performance department. Heck, they make PC133 look no faster than PC100 on an Intel chipset! There's a good chance that they'll also make DDR look sorry compared to RDRAM.> PC133, CL3 looks no faster but PC133, CL2 will be faster. For certain! Yes, CL2 and DDR are behind Rdram in time but they can come on very quickly since they are so easy for the dram companies. RE: <The problem with anti-Rambus people is that they never apply the same harsh standards of judgement to alternatives like DDR as they do to Rambus. I've noticed this in Bert McComas' presentations, where he focuses strongly on Rambus' negatives, but only sticks to cheerleading when it comes to PC133 and DDR SDRAM. Many other Rambus opponents follow this sort of pattern. There is a wonderful noun that describes this sort of behavior, and it's called hypocrisy. Tenchusatsu> Yes, of course, all Rambus advocates on this thread are entirely open minded on this subject and never selectively use good Rambus news while ignoring bad Rambus news. Bert is satan because he continuously tries to show the good side of Sdram and the bad side of Rdram. Of course there is no one doing that in reverse, right. Not Intel, not Rambus, not you or anyone else on this thread? Right?

To: Tenchusatsu who wrote (30189)	9/22/1999 8:56:00 PM
From: Dan3	Read Replies (4) \| Respond to of 93625

Re: they never apply the same harsh standards of judgement to alternatives... There is something to what you say, but that is partly in reaction to the cheerleading rambus "stepford wives". It's like talking to a brick wall - and many of them are quite proud of their lack of knowledge and determined to not acquire any. "Intel said to use rambus, therefore it's worth the expense, so that's what I and the rest of the world will certainly do." The fourteenth time that is the response to a carefully reasoned argument, one begins to advocate instead of offering up alternatives. There is another factor - the alternatives PC133, DDR and VC SDRAM don't increase the cost of the chips, and push back memory sizes by a generation. 128meg Rambus is competing with 256meg PC133, DDR and VC, 256 Rambus will compete with 512 PC166, DDR and VC, etc. at roughly the same price point and availability schedules. And I've never seen the obvious comparison made - a PC with 128 meg of Rambus and an otherwise Identical one with 256meg of PC133 or DDR or VC. That's how they will be competing for our desktops - and I don't doubt that doubling the system memory will result in a clear performance increase. Regards, Dan