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

To: Bilow who wrote (39439)	4/9/2000 5:46:00 PM
From: John Walliker	Read Replies (1) \| Respond to of 93625

Carl, ... To know where technology is going, look at the numbers in the above table. Okay mom and pop, I truly can't make it simpler for you. Humans have an almost infinite ability to believe what they want to believe. The tables show that the DDR market will be much more fragmented than the Rambus market, with lots of different types and less economy of scale. No manufacturer wants to produce lots of different variants of a product if they can help it. You are obviously not a parent. I totally agree with your last statement. John

To: Bilow who wrote (39439)	4/9/2000 6:22:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Hi bilow; I took another look at Samsung's RIMM/DIMM offerings 144 MB RDRAM chip in mass production; makes 64-256 MB RIMMs by simple addition of chips to RIMM. There is only one type of design for RDRAM channel 288 Mb RDRAM chip soon to be in mass production; makes 128 to 512 MB RIMMs by simple addition of chips to RIMM. Still, there is only one type of design for RDRAM channel. xxyy Mb RDRAM chip soon to be in mass production in future; makes xxyy/2 to xxyy*2 MB RIMMs by simple addition of chips to RIMM. Still, there is only one type of design for RDRAM channel. DDR being a 64 bit wide hi speed memory arch. the industry has to decide how to: 1.) - make it work at greater than 133 MHz 2.) - how to design 64 bit memory system with DDR DIMM;s with capacities less than 1GB using 256 Mb chips. As you pointed out much greater than 1 DDR chip design is in consideration/evaluation. Great idea for servers bad idea for desktops. As John W. has pointed clearly pointed out memory manufacturers will hate making all those DDR memory varients. There is really no reason to respond to you again. The last time I said that RMBS was at about 70 last fall. I am getting that feeling that last weeks action and your recurring nonsense is precusor to higher prices in the coming months. john

To: Bilow who wrote (39439)	4/10/2000 6:45:00 AM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi all; Hitachi DDR/SDRAM/RDRAM chip/DIMM/RIMM count. I did the count for Samsung first cause they are the big pal of RDRAM, and even they have huge numbers of DDR devices under development. The other memory makers are not so pretty for Rambus. Here I continue with the memory makers, complete, as usual, with links: HITACHI SDRAM chips 64Mb 6 types, 3 organizations x 2 speeds 128Mb 4 types, 2 organizations x 2 speeds 256Mb 8 types, 5 organizations x 2 speeds 512Mb 6 types, 3 organizations x 2 speeds DDR chips 256Mb 3 types, 3 organizations x 1 speed (266) RDRAM chips (none) SDRAM modules 128MB 5 types, (x64,x72) x 3 speeds 256MB 3 types, (x64,x72) x 2 speeds 512MB 2 types, (x72) x 2 speeds 1GB 2 types, x72 x 2 speeds 2GB 1 type, x72 x PC100 DDR SDRAM modules 256MB 1 type, x72 PC200 512MB 1 type, x72 PC266 RDRAM modules (none) semiconductor.hitachi.com -- Carl