Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: unclewest who wrote (33500)	11/1/1999 7:18:00 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi unclewest; Micron is still not suggesting that anyone actually use their RDRAM chips anywhere on their web site. Instead, they do recommend DDR SDRAM and DDR SGRAM. This may be because they are only now starting to sample RDRAM, though: An old Micron quote, still on their website: Following the wrong path can be costly, no matter how good your intentions. If you want to develop winning products, turn toward Micron 64Mb Double Data Rate SDRAM. It's the cost-effective, industry-standard alternative in high-bandwidth solutions. micron.com When designing a memory subsystem requiring very high performance at a competitive price, plan to use DDR SDRAM* for availability, pricing and overall market support.* micron.com When designing for very high-performance graphics, plan to use the DDR SGRAM* for availability, pricing and overall market support.* micron.com Here's a suggestion. Why don't you call up Micron's technical assistance, pretend to be an engineering manager (and who therefore might not be completely familiar with all the engineering details), and ask them if they think that DDR is going to be around 5 years from now, as opposed to RDRAM? If you're long this stock, and intend on holding through heck or high water, you owe it to yourself to spend a little effort verifying the truth. While you're at it, call up Samsung too, they're the leader. And maybe they will be able to confirm or deny that published article where their VP was quoted as saying that they quit starting RDRAM wafers. Calling up Dell isn't going to do you any good. They bought huge quantities of RDRAM chips for the launch that got cancelled, and will probably be willing to suffer more than a little indignity (in the form of reduced pricing) to get that stuff out the door. The other problem is that the box makers only want to sell you a box. It is the memory makers that will be willing to talk to you about memory, they want to sell you memory, not just the whole box. There was some famous guy, Peter Lynch, I think, who suggested that in order to find out about a company, you should not ask the company about itself, but instead ask the company's suppliers, competitors &c. I think that this would be good advice with regard to Rambus. The other problem with talking to Dell is that the odds are very much against you getting anyone to talk to who knows anything technical about their future memory plans. -- Carl