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


To: Dan3 who wrote (34472)11/14/1999 1:10:00 PM
From: Glenn Norman  Read Replies (3) | Respond to of 93625
 
Yo_Dan3...............I post on this board because I am tired of all the SEA GULL CRAP including YOURS

You seem furious that anyone would question the notion that rambus will dominate the market for DRAM soon
Show me any legitimate press release that says "RAMBUS will dominate the market for DRAM soon"-- I only believe legitimate press releases.

why are you on this message board?
See first line of this post.

A functional market, like a stock market, is theoretically always presenting the perfect price, based upon the best available information. Since that information is constantly changing, so is the price. The point of a group such as this is to try to stay current with that information and to ferret out possible wrong interpretations.
As long as best available information means verifiable company sourced, publicly published information I agree 100%!

The rambus long case (if I may try to sum it up - correct me if I am in error) in a nutshell, is; Rambus is faster than SDRAM and not much more expensive, and even if it isn't, Intel will force the market to use it anyway.
You are in error. Rambus is a technology to be used in conjunction with all other types of memory to prevent a data bottle neck with higher performing processors. I know of NO legitimate press realease that says RAMBUS is supposed to REPLACE all other types of memory either NOW OR IN THE FUTURE. If you have a legitimate company press release that states RAMBUS is supposed to replace all other memory types 100%, please post a link to the release.

The alternative is that Rambus is no faster or even slower than PC133/DDR, much more expensive, and that not even Intel can force an unsuitable solution onto the industry.

6 months ago, PC133 and DDR weren't in any one's near term roadmap, and VC was almost unheard of. Intel hadn't a problem with a platform launch in recent memory, and Intel had no real competition in either CPUs or chipsets - putting them in a good position to dictate to the markets.

Intel CAN NOT and has NOT dictated or forced ANYTHING or on ANY MARKET YET that I am aware of. It has always been the PUBLIC MARKET that decides the success or failure of ANY PRODUCT -an example of this would be the BETAMAX vs.VHS.

Now PC133 has shipped before Rambus ,.......
This statement is wrong- NINTENDO was using RAMBUS as far back as 1996.

............and working, pre-production DDR chipsets from several vendors are being shown at Comdex by several vendors. Those tests that are available don't show an overwhelming benefit from any of the memory technologies.
Please provide a legitimate press release that proves this statement-- otherwise this is just MORE DAN3 FUDD.

Early pricing is now out with Rambus costing about 4 times as much as PCXXX. You can buy an entire PC with 128 meg of SDRAM for the price of 128 meg of Rambus (though I expect the price to come down in the next 6 months to where Rambus is only 2 times the cost of other types of memory, it could take more or less time)
I have never seen any legitimate press release or news story of any kind that said RAMBUS was expected to be the instant LOW COST LEADER IN ALL PC's INCLUDING THE LOW END PC's. Quite the contrary- Intel in their own WEB pages show RAMBUS as a future memory technology initially to be used in HIGH-END WORK STATIONS AND LOW-END SMALL SERVERS. I KNOW of NO WHERE THAT SAYS RAMBUS IS SUPPOSED TO BE CHEAP IN ITS' INITIAL ITERATIONS or THAT IT IS TO GARNER A MAJORITY OF THE MEMORY MARKET IN ALL PC's!

AMD had a near flawless launch of the Athlon.........
And AMD also has announced in an offical press release that they will support RAMBUS in the near future for their ATHLON processors-surely AMD must know something about RAMBUS that you don't, because they obviously don't support your views on the future of RAMBUS!

..........camino / coppermine was late and buggy, and the OEMs that dumped AMD for Intel have been hurt, at least temporarily, in their market positions. ...............
How do you know this? Can you provide legitimate company press releases from these OEMs that state they were hurt bcause they dumped AMD for Intel? Are they so hurt that they are going to use AMD ONLY and BLOW OFF INTEL!!!

.......... Intel needs to apologize with its actions and has since announced support for both PC133 and DDR technologies and said it would leave the choice of memory up to the OEMs..........
This is true, and it certainly proves that INTEL ain't no DUMMY!

.......The near term (next year or the year after) dominance of the memory market by Rambus looks very unlikely, Rambus will either be a niche solution or gone completely in that time frame -..........
This is just MORE DAN3 FUDD because it is your OPINION and not a proven fact.


I would be interested in seeing any calm, reasoned contradictory arguments. I could easily be missing something in which case I should change my position, but demands for "tablets written by the hand of God" just reinforce my conclusion that a bunch of fools are keeping the price as high as it is right now, and that it will soon come crashing down.
Dan3 all of the above is my "calm, reasoned contradictory argument" that you requested.

Now, DAN 3 if you CAN NOT provide this thread of "FOOLS" IRREFUTABLE PROOF [such as "tablets written by the hand of GOD"] that RAMBUS is a "niche player or will be gone in a year" Then get the hell out of here and go spread your SEA GULL CRAP somewhere eles because we are tired of your sh@t!

Salude "BUSSERS" and DAN3 maybe you can convince AMD not to use RAMBUS with all that spare time you are going to have, by not posting on any more crap on this thread!!!!!

SHERIFF NORMAN -and proud to be LONG RAMBUS and soon to be richer than a cotton wevil in a 1000 acres of GOD's pure white cotton!






To: Dan3 who wrote (34472)11/14/1999 2:04:00 PM
From: Mohamed Saba  Read Replies (1) | Respond to of 93625
 
Dan3, you are forgetting, or choosing to ignore, a most important factor:

Future, faster and more powerful, cpu's, will perform only marginally better than current cpu's without the bandwidth of Rambus DRAMS. A 1400 MHz future pentium, or Athlon for that matter, will not deliver twice the performance of a 700 MHz version. Processor speeds double every two years. Just check the history.

Mohamed



To: Dan3 who wrote (34472)11/14/1999 3:37:00 PM
From: richard surckla  Respond to of 93625
 
Dan3...

Looks to me like you're getting drilled both here and on Intel thread. Yo-Glenn Norman seems to have put you in your proper place with his factual accounting of things. Consider yourself lucky that you are not talking face to face with Yo_Glenn because I think he would be putting nop-stops all over your head. In case you don't know what a nop-stop is, then I guess you'll just have to use your imagination. Been a long time since I've seen a good FUD-BUSTER! Thank you Yo!!! How does it go... "Oh what a web we weave when we first try to deceive."