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

To: jim kelley who wrote (40717)	4/25/2000 9:51:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 93625

You are hawking DDR because AMD thinks the association of Rambus with Intel is to AMD's disadvantage. No, actually, Intel's association with Rambus has been a great advantage to AMD so far. You justify yor resort to insults as a way of learning. I have learned a thing or too by reading this thread (nothing from your posts, as I mentioned). There may be some merit to Rambus when used with Foster / Willy, given that the price of RDRAM about the same as the price of DDR SDRAM. You are comparing future AMD products against current Intel products and you do not think there is a problem. I was thinking more in terms of future AMD products vs. future Intel products, it is the future products that pit Rambus challenger: DDR in both AMD and Intel systems against Rambus in Intel systems, (systems which can actually take advantage of some of the strong points that Rambus has to offer). Regarding present AMD vs. Intel products, Rambus has been an albatross for Intel. Intel misjudged readiness of supporting platform (820, 840), availability and price competitiveness of Rambus, and the need for such an exotic memory for a fairly pedestrian processor - Coppermine. Intel should have waited one cycle, until Willy. Joe

To: jim kelley who wrote (40717)	4/25/2000 10:02:00 AM
From: Scumbria	Read Replies (2) \| Respond to of 93625

Jim, Here is an interesting quote for you to mull over: techweb.com Bob Eminian, a Samsung vice president, said, "Because of the existing PC133 SDRAM infrastructure, and the use of the same packaging and processing technologies, DDR 266 presents no significant investment in manufacturing facilities. This means that it will be a simple transition to volume production of DDR-SDRAM parts and PC2100 memory modules for the PC market, which we should expect to see in" the second half of 2000. Scumbria