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

To: John Stichnoth who wrote (34926)	11/20/1999 3:15:00 PM
From: dumbmoney	Respond to of 93625

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? Absolutely. The question is how do you deliver the most marginal performance for the least marginal money. You have the choice of upgrading the graphics card, the hard drive, the CPU, the memory size, etc. The answer varies depending on the system price point. 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 PC133 is shipping now in PCs & servers. I expect DDR to appear in PCs and servers 2H '00. Also, do you agee with Toshiba's implication (in excluding it), that PC133 is essentially irrelevant to discussing Roadmaps? No, it's extremely relevent to what happens over the next year.

To: John Stichnoth who wrote (34926)	11/20/1999 3:20:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: what do you believe the timetable to be for the various DRAM forms, for Volume production: All I can do is offer my interpretation of the various postings we've all seen up on the net, but, FWIW, here are my guesses: PC 133 Now VC 133 1/15/99 RDRAM 600 Now RDRAM 700 12/15/00 RDRAM 800/45 1/15/00 RDRAM 800/40 3/1/00 DDR 200 2/1/00 DDR 266 3/1/00 DDR/VC 266 5/1/00 DDR/VC 333 6/1/00 DDR II I have no idea Rambus II I have no idea Also, do you agee with Toshiba's implication (in excluding it), that PC133 is essentially irrelevant to discussing Roadmaps? I think VC133 will be the price/performance sweet spot for DRAM for a good part of next year - if Toshiba misses this market, they may regret it. Note that many of these parts will be available earlier: micron.com but at high prices and small quantities such that I don't see them as significant - (they won't be at www.thechipmerchant.com) Another take is that as long as 128 meg of PC800 rambus can be sold for $1,200, it means it's sampling, not in full production. Regards, Dan