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

To: Joe NYC who wrote (41791)	5/9/2000 1:57:00 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi Jozef Halada; A VCRAM and HSDRAM memory benchmark and review: Well, RDRAM costs more than college so I figured I'd just slap my old PC100 on it and wait for the prices to fall. Memory bandwidth on Intel i820 chipset-based motherboards with SDRAM is extremely poor because it has to go through a Memory Translator Hub (MTH). UPS delivered the motherboard and I sent it right back. overclockers.com Last summer, I realized that the Athlon was going to be hot when I read what the overclockers were doing with it. I know that overclocking doesn't carry much panache among the more prissy elements of the engineering community, but you can use their results to tell just how hard the component makers are pushing their chips. You can certainly use them to detect downbinning, which I consider a great sign for the future. Intel is most certainly not downbinning these days... AMD had a history of not having much headroom on their parts, while Intel had a history of having plenty. When that relationship reversed this past summer, I knew AMD had arrived. Since that time, the stocks has gone up 5x, and is now probably a little pricey. -- Carl P.S. That stuff about AMD saying that DDR might not work is just FUD. They had some sort of shareholder lawsuit, and added text of that nature. The RMBS holders are getting a bit desperate, and are resorting to that sort of thing.

To: Joe NYC who wrote (41791)	5/9/2000 2:29:00 AM
From: Dave B	Read Replies (2) \| Respond to of 93625

Jozef, I must have missed it. Is this statement recent? Do you have a link to it? Is it one of those 10Qs that usually say that everything a company is doing may end up not working to that they are more immune to shareholder lawsuits? Shame on Carl for making up stories. This has nothing to do with shareholder lawsuits. This is a disclaimer in a press release where "AMD DEMONSTRATES FIRST AMD ATHLON? PROCESSOR PLATFORM SUPPORTING DOUBLE DATA RATE (DDR) MEMORY" Here's the link to the press release: Message 13491020 And here's part of the last paragraph from that press release... and/or that various DDR memory modules may not function correctly with AMD's chipsets Here's my post that compares that statement by AMD (just before release of the product, mind you) to the position RMBS took 6 months before the expected release of their technology... Message 13510201 Rambus ensures all Partners' chips, modules, connectors interoperate compatibly Be afraid, be very afraid. DDR is not going to work reliably in desktops. Dave