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

To: jim kelley who wrote (42394)	5/16/2000 10:53:00 PM
From: Eric K.	Read Replies (1) \| Respond to of 93625

The AMDroids are very worried about Willamette + RDRAM. Error. Add qualifier "when availability is greater than hundreds of thousands-- i.e. 2001" and take of the "+ RDRAM." If there is something AMDDroids are scared of it is Foster with DDR. They do not have anything to match it in performance. Assumption. Mustang v. Pentium IV should be clock-for-clock very close. FP unit of P IV is unlikely to beat Athlon derivative (Mustang) available at the same time. There is no way you can legitimately pass your (un)educated guess off as fact. DDR is their only hope for their new processors. So what? Several companies have been vying with chipsets for AMD new processors for servers and desktops. Some of these use DDR and some use SDRAM. None of them use RDRAM. If production volume shifts in favor of RDRAM soon enough the price will drop and at some point the cost of RDRAM could come in less than SDRAM. In the saturated dreams of RAMBus marketing executives. There has been a lot of concern over Via screwing AMD. Assumption. The idea that a person who just paid $700 for a processor and is going to pay $700 more for a second is going to be mad about having to pay an extra $100 for a second motherboard seems like a stretch. Besides, you're also assuming that someone is going to take his or her existing Athlon and just scrap it, which is exceedingly improbable. Another company dropped its server chipset to go into another market. This left AMD high and dry. Error. You might have heard of this company called Micron and the Seven __________. AMD and a smaller player (API) are developing 2-way and n-way chipsets, respectively. AMD appears to have a chipset called the 760 (probably desktop). Very perceptive. ACER has a proto chipset too. We do not know much about it. So there is still lots of uncertainty about AMD product launch and also whether the product will be competitive. Error. It is fairly clear that AMD has 2000 locked up. In fact, AMD is about as compelling now as it was in August of 1999. There is supposed to be a show in Taiwan in June where these things will be shown. AMD is at the end of the supply line if it wants to get RDRAM in the next 6 months. Error. If RDRAM is going to be cheaper than SDRAM, there will have to be widespread availability of the chips. AMD has licenses and can go to RDRAM when (if) it wants. In terms of chipsets, you guys like to talk about AMD hiring RMBS-knowledgeable engineers, so it is unlikely that AMD couldn't scurry together a product offering in a few months time. There isn't a magic window on AMD being able to offer RDRAM or RDRAM-II that closes after six months. Hence, they have to go with DDR or SDRAM. RDRAM will be competing with the other memory for the production lines. There is a lot at stake for AMD and part of the war is the propaganda campaign which is directed at RAMBUS. Error. Do you have any idea how absurd it sounds when you assert that $13B AMD is waging a propaganda campaign against $350B Intel? Even if you throw in all the memory makers, you still have Intel at much larger and with much more clout than the sum of everyone else. A small company with a crucial product for INTEL. Error. RAMBus doesn't make anything. Implicit-- the crucial product is warrants, worth $400M if RMBS makes it back to its highs, which allow Intel to make earnings and keep its cash-underpaid employees happy. :) Should I add, "Your post is riddled with assumptions and errors?" ;)