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

To: Scumbria who wrote (40669)	4/24/2000 9:26:00 PM
From: mishedlo	Read Replies (1) \| Respond to of 93625

I believe this said AMD SHOWS PROTOTYPE. Meanwhile Rambus available in over 50 configurations.

To: Scumbria who wrote (40669)	4/24/2000 9:28:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 93625

Scumbria, I would appreciate it if you would not attribute positions to me that I have not taken. To wit: I have never said that DDR does not exist. It has been used for sometime now in Graphics boards as we all know. I have not said that DDR is not available. I have not said that AMD is using RDRAM. Although they are hiring RDRAM engineers possibly. I believe that they will be using RDRAM in the future. You are so biased in your reading of contrary posts that you do not understand what you are reading. The facts are that there are NO "production" chipsets to support the DDR for use in Desktop and server platforms currently. The "prototype" shown today is not a production system it is a "laboratory queen." You are getting ahead of yourself in your desire to elevate DDR to a full RDRAM competitor. INTEL has said that they will use DDR at 100MHZ in their servers later this year or perhaps early next year. So DDR will happen in the same time frame. At that time, if not before, there will be production chipsets for DDR. Production chipsets to support DDR are not currently available. In fact motherboards to support DDR are not available. I like Tenchusatu believe that they could be made to work on boards with somewhat less than 12 layers. But that is academic now. RDRAM is a real production product DDR simply is not! It appears that by the time that DDR makes a showing in the server's as main memory that RDRAM bandwidth will have doubled again as promised by RAMBUS. So I expect to see RDRAM in servers as well as high performance desktops. I think that the Intel road map is quite sensible and will come to pass. JK

To: Scumbria who wrote (40669)	4/25/2000 6:13:00 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Scumbria; Re AMD and the DDR: First of all, the industry knew where AMD was headed 8 months ago, all it takes is to read the trade press: AMD Favors PC133, DDR SDRAM Over Rambus Aug 12, 1999 Rambus is expected to hit the market next month with the introduction of Intel's Camino chip set techweb.com Secondly, it may not occur to people why AMD chose to obtain quotes from Micron, Samsung and Hyundai, rather than three other memory makers. The reason is because those are the three leading memory makers. They all support DDR heartily: Hyundai named tops in DRAM, but criteria disputed the three principal suppliers-Hyundai Electronics Industries Co. Ltd., Micron Technology Inc., and Samsung Electronics Co. Ltd. techweb.com Hyundai Dominates Dram Market Hyundai executives said its top ranking stems from increased capacity and early adoption of double-date-rate(DDR) SDRAM. Whereas Samsung has heavily promoted rival Direct Rambus DRAM, Hyundai said DDR SDRAM is destined to enter nearly every technology market in 2000, facing competition from Direct RDRAM only in the high-end PC sector. ... According to Hyundai, a survey of more than 40 customers revealed that DDR SDRAM is the fastest growing memory interface for graphics sub-systems and servers, with additional applications within the networking, consumer electronics, and low-end PC markets coming on strong in 2000 and beyond. techweb.com By the way, the next supplier is the NEC/Hitachi combination, and we all know what Hitachi thinks about Rambus and DDR. No need to get a quote from them... Here's a complete list of the major DRAM makers. Notice that they all (other than Oki which is leaving the business) are supporting DDR: Directory for top-ranked DRAM suppliers April 20, 2000 techweb.com -- Carl