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

To: Dave B who wrote (41495)	5/7/2000 8:45:00 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Dave B; Re RDRAM and graphics. Actually, what I was saying was that if RDRAM had a natural market, that market would be graphics. The fact that in the absence of Intel pressure, they were pushed out of the graphics business is an indication that RDRAM is relying only on Intel's support in the PC market. Re Jim Handy and Dataquest talking about RDRAM and graphics, how's about this one, where they note that an RDRAM target is graphics: January 23, 1995 ``Most of the 8- and 16-megabit RDRAMs that have been introduced by other vendors are going after the graphics market, replacing video RAMs and synchronous DRAMs,'' Handy said. ``Samsung is taking a very far-sighted approach and is going after the largest part of the market.'' techweb.com By June '99 it was obvious to everybody that DDR had graphics sewed up. Everybody put out articles to that effect, I quoted them at length recently: #reply-13492784 . Iwanyc was hardly going out on a limb at that time. Here's an article saying the same thing, but six months earlier: DDR picks up steam as next-gen DRAM choice Dec 7, 1998 Graphics board manufacturers are also likely to adopt the DDR memories, said Victor de Dios, a DRAM market analyst based in Neward, Calif., in part because of DDR's excellent latency and acceptable bandwidth. Many graphics manufacturers compete on price, de Dios said, and some of them will not spend on a Rambus license. DDR DRAMs could achieve 12 to 17 percent of the total DRAM market by 2001, with as much as half of them going into graphics systems and the rest into servers, de Dios said. By late 1999, most higher-density SDRAMs will offer DDR capability as a bonding option, he said. techweb.com No, the fact that RDRAM is out of the graphics market is an indication of the bankruptcy of their technology. The only thing keeping them around is Intel, and that is something that could change with the release of a single press release. Rambus had no Intel in the graphics industry. They got rejected there. Even MSFT went with Nvidia, which is a big time DDR fan. -- Carl As far as the credibility of Dataquest analysts, one more vote for stating the obvious, but late. Surely you can find something better than this.