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

To: jim kelley who wrote (41760)	5/8/2000 11:49:00 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi jim kelley; You wrote: One pays a whole lot more for an Nvidia DDR card than they do for an Nvidia Sdram card. A lot more....#reply-13637827 at 10:22pm tonight. Then milo_morai showed that the actual difference is only $10, for the lowest priced versions. #reply-13638091 at 11:00pm. Nice job, milo_morai; But disproving something jim kelley says only counts for 1/10 point, as it is so easy to do. Unlike the other longs, he hasn't figured out how to avoid saying things that mean something. (He needs to take more marketing classes.) Now those Nvidida boards have nearly as much memory as the low end PCs people are talking about. And they have far more bandwidth than a Rambus channel can provide. But the price difference between SDRAM and DDR is only $10 to the consumer. This means that the difference has to be something like $2 to $5 to the manufacturer. Not per chip, per board. Kind of makes you wonder what the price difference between the DDR based motherboards and the SDRAM machines will be... By the way, I heard a vicious rumor. The DDR people don't have anything to show at their upcoming DDR conference on May 18th. They made the silly mistake of calling it the DDR SDRAM Industry Summit Technology Rollout "Mission Accomplished" netseminar.com , but there actually isn't going to be any product to roll out. Certainly no mission has been accomplished, and no products are going to be rolled out at this seminar! None of the vendors have any DDR boards running, because they have had the same sort of problems that caused RDRAM to be so delayed. They are having trouble fabricating the 17 layer mother boards. It turns out that the 12 layer graphics cards that Nvidia is making are nearly 50% too thick to properly fit into a card slot, and users are having to tap them in with small hammers. Nvidia includes the tool in the shipping box. In addition, the memory companies are defecting right and left. It seems that the recent increases in memory prices has left them flush with cash, and instead of simply giving it to the tax man, they are instead feeling generous with Rambus. AMD is going to announce their new RDRAM machine on the same day, thereby contributing to the spoiling of the press reporting, and that they are giving up on DDR. This is part of their plan on becoming an Intel subsidiary. Intel plans on cancelling their DDR stuff at the same time. The other companies that are working on DDR chipsets for PCs are giving up, no memory is available anyway. No question about it. The next few weeks should see the final end of the DDR fiasco. -- Carl