To: Bilow who wrote (39440 ) 4/10/2000 10:53:00 AM From: Dave B Respond to of 93625
Carl,Hi Dave B; I never, ever said that RDRAM would never, ever work. I never said that you would never see them in systems under $2000. Never said you did. But beginning in Feb 1999 (when the delay from June to Sept was announced) there were a slew of anti-Rambusites who did. Mostly Burkies.What I did say was that RDRAM would be plagued by high cost, (not necessarily high price, mind you), difficult manufacturing, reliability issues, and lack of price/performance. All of these things have come to pass. PC Magazine just published their benchmarks of 8 850MHz and 1GHz systems and the RDRAM-based systems won all 15 tests except 1 . Do you think Compaq, HP, Polywell, etc. are going to look at those results and say "Oh, it's okay if we come in second." Don't think so. As for the pricing, let's talk in a year. You keep harping about it at this point in time when in fact no one has ever argued about the fact that it was going to be expensive at the start. So none of the things you predicted have come to pass when you take the long view. My guess is that eventually the cost of RIMMs will stabilize at somewhere between 1.5 and 2 times the cost of DIMMs. This is in keeping with other industry estimates for the ratio. Carl, you are just plain in outerspace with this statement. Don't you read this board? There are multiple posts of articles with quotes that the pricing differential will get much lower, all quotes from manufacturers and industry analysts. Your estimates are completely unfounded.A year ago I thought that the above pricing would have come about long before now, at least by the end of last year Why would it do that when no one was even building it into systems until Dec/Jan? A year ago we all thought systems would be shipping in July. Well, that didn't happen so changing your expectations is a reasonable thing to do. Based on our aggressive space program in the 60s I thought we would have landed somebody on Mars by the end of the century. Oops. We didn't do that, but does it mean we'll never do it? No! It's just a delay, just as the price declines in Rambus are. Having to explain something this obvious seems like a waste of typing -- you should know better.I am not at all unreasonable, nor have I seen the posts you are talking about, the ones that stated that RDRAM would never work. Please provide some links to comments on this thread to that effect, I don't think they exist. Unfortunately I have not bookmarked the last 15,000 or so posts. You are welcome to find them. But as anyone here can tell you, I am not into hyping RMBS when I'm long nor tearing it down when I'm flat (as I am right now). Unlike some, my integrity is extremely important to me. If you don't think they exist, you are welcome to find them -- they are in fact there. Just because we're on opposite sides of the RMBS fence doesn't mean I'm going to make s**t up. Dave