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

To: kash johal who wrote (35059)	11/23/1999 2:46:00 PM
From: Dr. Id	Read Replies (3) \| Respond to of 93625

This is probably a stupid question, but I keep seeing "FUD" referred to. I get the gist of what it means, but what does it stand for? Thanks, from the technically, and acronimically, illiterate

To: kash johal who wrote (35059)	11/23/1999 3:25:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

Kash, do you really want me to go into detail? <Do you regard comments by VP of marketing at worlds LARGEST dram manufacturer - HYUNDAII that RDRAM will be more like 10% of the market FUD.> What am I supposed to say about this? Considering that Intel, the world's largest supplier of PC chipsets, isn't going to support DDR for quite a while, but is actively pushing RDRAM, I think those statements from Hyundai are curious, to say the least. <Also there have been umpteen articles on how poorly RDRAM works for most apps such as the latest realworldtech article.> What am I supposed to say about that? The article talks in great lengths about latency in a lightly loaded system, and then talks about power management that hampers RDRAM performance. My own feeling is that while the article isn't spreading BS, it is pointing toward the wrong conclusions. I'm very sure that there are employees here at Intel who will poke a ton of holes into the article. I'm not one of them, however, so I'm just going by my own instincts. <the word is that the vaunted 840 MB's are DELAYED. Is all this FUD.> What am I supposed to say about that? I don't have first-hand visibility into the OEM channels, so I can't rebuke that rumor with any certainty whatsoever. But I do know not to take every rumor at face value. Take, for instance, the shortage of Coppermines. Everyone thinks Intel is having production problems, but I hear mainly from Process Boy that this is far from the truth, and that demand really is extremely high. I expect a nice upside surprise for INTC stock, and in a few months (or less), I'm confident I'll be proved right and the pundits wrong. So if the rumors of Coppermine production problems are false, I've got to wonder whether those rumors of 840 "delays" are also false, or at least an distortion of the truth. <Clearly the Rambus launch plus 820 plus coppermine launch has been a DISASTER for RAMBUS.> No doubt about it, but I feel this is just adding fuel to the anti-Rambus fire and encouraging the detractors to continue to distort and exaggerate the facts. Some people accused the supporters of this thread of being married to Rambus. I have a feeling that the Rambus detractors are going too far in the other direction. In other words, like I told KZNerd a few days before he left this thread, the Rambus controversy has turned into partisan politics. I'm not going to try and fight that kind of fight, because I prefer discussing technicals over politics. But here's a question for you. Ever wonder why DDR is being touted as such a panacea, and why no one is discussing its shortcomings? Is it really a given that DDR's benefits far outweigh its shortcomings, or are the DDR supporters pulling the same marketing tricks that they accuse Intel and Rambus of pulling? Tenchusatsu