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

To: Dan3 who wrote (34925)	11/20/1999 1:39:00 PM
From: John Stichnoth	Read Replies (2) \| Respond to of 93625

Dan3, A couple of links have been provided in the last couple of days which compare performance. They both conclude that RDRAM based systems have an advantage. toshiba.com and gamespot.com Similarly PC Magazine this issue concludes that the Intel 733 systems (without RDRAM) have a slight edge over Athlon. Isn't it the system performance that is important, and not individual components? Which gets me to my central question. Given that it is only valid to compare actual systems that people can actually buy (vapor-products being irrelevant), what do you believe the timetable to be for the various DRAM forms, for Volume production: PC 133 RDRAM 600 RDRAM 800 DDR DDR II Also, do you agee with Toshiba's implication (in excluding it), that PC133 is essentially irrelevant to discussing Roadmaps? Best, JS

To: Dan3 who wrote (34925)	11/21/1999 2:43:00 PM
From: Dave B	Respond to of 93625

Dan, VC133 is basically coming out at the same time as Rambus, but with far less fanfare (it doesn't really need it, since compared with PC100 it has better performance for the same price). DDR is about 2 months behind rambus - but again, it shouldn't need much marketing since it has obvious price/performance benefits. I certainly hope the people involved with these technologies have the same view of marketing that you do. If they do, then Rambus is a shoe-in. My biggest fear is that they have a better understanding of what it takes to build a successful business than you do. The world is not a "build a better mousetrap and the world will beat a path to your door" kind of place. You have to tell the world about your product. You have to convince customers (in this case the PC makers) to include your product. You have to convince the testing and supply chain to build products to support your product. You have to convince everyone that there will be a world of support for your product. If NEC is the only vendor pushing VCDRAM or Toshiba is the only vendor pushing FCDRAM, how likely is Compaq or Dell or IBM or HP to adopt the technology? Answer: not at all. Dave

To: Dan3 who wrote (34925)	11/21/1999 8:53:00 PM
From: unclewest	Read Replies (2) \| Respond to of 93625

You might want to take another look at those tests. Remember that PC800 is a barely shipping technology, dan, unlike ddr, rdram has begun to ship. i still have not seen a public demonstration of ddr have you? i can order a pc with rdram from dell tomorrow. where the heck is your ddr? Rambus will have to justify itself against VC133 and DDR 200/266 to survive. dan, remember rdram scales. many believe the opposite of your comment is true. pc133 and ddr are the memories with the long term problem. do you have a short(term) problem? your typo is interesting...you have done it before... it is pc-133 not vc-133. all Americans know what VC means. i know what DDR means. (Deutsche Demokratische Republik)=(east germany). who are you and where are you located? do you and bilow have a connection to the german trade magazine? unclewest@heavilyarmedinflorida.com :o) edit...the biggest wild card of all has yet to be played. does ddr infringe on rmbs patents?

To: Dan3 who wrote (34925)	11/21/1999 10:32:00 PM
From: richard surckla	Read Replies (1) \| Respond to of 93625

Dan3, From what little I know about VC133 I don't consider it a threat to Rambus, especially at this time, since there seems to be none available, neither the mobos that supports it. I know of no place where VC133 or the mobos can be purchased now. Neither do I know that Dell, Compaq, etc. are producing any systems with it at this time. Seems like a non-event at this time. Even searches for VC133 or Virtual Channel Memory produce 0 hits.

To: Dan3 who wrote (34925)	11/24/1999 3:09:00 PM
From: Alan Hume	Respond to of 93625

Hi Dan, "Rambus will have to justify itself against VC133 and DDR 200/266 to survive. Do you think that it will be able to?" thank you for your response. I can't answer your question fully, as I am not aware of any available test data, relevant or otherwise, or DDR. However, the test showed that 700MHz Coppermine+RDRAM was superior under the given conditions than 700 MHz Coppermine+133SDRAM. My understanding is that the the faster the CPU runs, the more apparent the advantage will become. Let`s wait and see....... Alan