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

To: Daniel Schuh who wrote (40221)	4/18/2000 9:20:00 AM
From: SBHX	Respond to of 93625

I never had any guts or moral depravity to actually short any real legitimate company like this that makes real products with real customers, but this is one big fat tulip, however you look at it. Unfortunately, it is a tulip with thorns and when squeezed, tends to squeeze back hard. I'm surprised that creative reinterpretation of technical data by the most powerful h/w company can be punished so severely this time. In the past, performance decreases in the I/O and memory subsystem of each generaton leap has always been masked by brilliant techonological advances like brute force higher clocks, more brute force higher clocks, still more brute force higher clocks, cacheline write combining, changing the benchmarks, and they've always gotten away with it. Always. Maybe shining a bright ray of light on the technology itself is a cleansing exercise here. I can magine Barret asking his troops :: Does rambus 800 increase the aggregate throughput from the host to the io and memory subsystems of systemwide benchmarks today, or doesn't it? Some people are going to have to sweat bullets over this one. Of course the intel architects are gonna jump up and say, I told you so, why do you think we insisted the i815 yadda yadda yadda. Engineers never lie (well hardly ever), but executives who made wrong strategic decisions will probably try hard to warp time and space. There is one last weapon, future CPUs could change their pinouts to memory that will cripple parallel memory connections, and make serial data go much faster, but I don't know if their cpu architects, among the brightest and smartest people around will allow that... Re: theregister.co.uk