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

To: Bilow who wrote (41902)	5/9/2000 9:48:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Carl, Maybe that is why the price difference is $52 instead of $100. They upped the price on the Geforce SDR to shift the sales to the higher priced product. <LOL> :)

To: Bilow who wrote (41902)	5/10/2000 7:44:00 AM
From: SBHX	Read Replies (1) \| Respond to of 93625

Carl, The reason why nvda decided to stop making SDR GeForce256 is because of the performance of the SDR cards are not much better that the fastest TNT2 cards. Even before GTS, the GeForce256 nvda switched to DDR very early. If there are SDR GeForce256 boards, it's probably only for lower speed graded parts. At one point, only DDR boards were made. As chip supply lightened up, I expect that some SDR boards started to be made again. But the performance delta is drastic. If you buy a GeForce-2 GTS SDR, you board probably will run slower than a DDR-GeForce. Memory bandwidth is a bottomless pit for the graphics guys, you could quad the BW, and they can use it all up. But they are also cheap and won't pay royalties on every chip they make just to get a new memory controller in. Ther margins are low like you won't believe. They are also very anxious about memory supply. JMHO.

To: Bilow who wrote (41902)	6/4/2000 8:35:00 AM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi all; Ratio of RDRAM to DDR system designs drops from 14.25 to 7.00 in only two months... From DramReview, April 12, 2000: RDRAM DDR Small 1 4 Main mem 54 0 Buff mem 3 0 Old total ratio: 57 to 4 or 14.25 From DramReview, June 3, 2000 (updated May 22,2000): RDRAM DDR Small 1 10 Main mem 66 0 Buff mem 3 0 dramreview.com Current total ratio: 70 to 10 or 7.00 Any predictions for the year-end ratio out there? -- Carl P.S. Dramreview is the site that was pretending to be an unbiased memory market analyst site, but actually was closely tied to Rambus management. Details are at #reply-13405397 .