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

To: Scumbria who wrote (39941)	4/15/2000 7:58:00 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Scumbria; That register link would suggest that Intel can threaten to sell its stuff elsewhere? I guess it makes sense, but Jesus this is good for AMD. I still can't believe that they made more than a buck per share, and they still don't have Dresden running much. By the way, Arrow is selling DDR SDRAM memory. (The Nvidia chip takes SGRAM, and is old news now.) For those unfamiliar with the sequence of how new parts get into the hands of consumers, a primer: (1) Development plans (first "target" data sheets made available to design engineers). (2) Engineering samples for testbeds. These samples are generally obtained direct from the manufacturer, not a distributor like Arrow. Parts are marked with some sort of sample designation. (3) Distributor stocking. / Prototype manufacturing. This is the stage that the chip makers call volume production. (4) Review samples of finished product. (That review of the Micron Samurai motherboard was actually a review of a testbed, not a review of a prototype. I should admit that most engineers refer to testbeds as prototypes, but I prefer to distinguish. A testbed is not intended for manufacturing, a prototype is a "first" of a manufacturing type.) (5) Product becomes available to distributor. (This is when Jdassoc will start seeing available stuff. He will see the part numbers show up before this point in time.) (6) Available to customers. -- Carl