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

To: mishedlo who wrote (40184)	4/18/2000 12:47:00 AM
From: Ali Chen	Respond to of 93625

<Can you tell me why you expect Intel to drop support of Rambus? ... Do you have any clue as to what the Gorilla Game is about? > Simple: no one, even Gorillas, can disobey the laws of physics. Resistance is usually very costly. <I do not give a rat's ass as to whether or not DDRAM is better than RDRAM.> It is simply cheaper. <I really do not give a S**T if AMD and VIA want DDRAM to be the standard.> Nobody wants or dis-wants anything. The industry naturally goes towards local and global minimums. <What are their market shares compared to Intel's.> I think Intel's share will shrink due to poor packaging engineering. <Personally from what I have read RDRAM is a better choice.> You probably have read wrong articles, most likely from Rambus marketing. <There [their?] current chpsets do not support SDRAM very well.> ... and cause a lot of troubles. <Where is all the DDRAM product anyway? Who has the lead?> I don't know, but even with normally engineered system with 133MHz Front-Side Bus (old i440BX) the PCs with PC133 memory have better performance than with Rambus.. <What is the value chain for DDRAM> The value is 150-200 million od PC per year, times about 32-36 chips per unit. <what is the value chain for Rambus> PS-II and maybe some video cards, with 2-4 chips per unit. Kodak cameras probably will be fine with flash memory... - Ali Screwdriver.