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

To: jim kelley who wrote (42690)	5/21/2000 10:04:00 PM
From: Eric K.	Read Replies (2) \| Respond to of 93625

jim-- Perhaps DDR is just one of your xxx dreams. Do you realize how absurd you will look in six months when we come back and link to posts like this one? Can you imagine the five paragraph rants that will be written about the ignorance of RAMBus longs? <g> -Eric

To: jim kelley who wrote (42690)	5/22/2000 1:12:00 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi jim kelley; Re product transition from graphics DDR to regular system DDR. You wrote: "I think there is a substantial chance of product transition problems using DDR at 266 MHZ. As you yourself pointed out the Nvidia graphics DDR only runs at 166 MHZ and that is soldered directly into the board." This is quite the indication of your ability to provide competent technical commentary on the memory industry. Is it really the case that you are unaware that the DDR graphics cards are running faster than the planned PC DDR implementations? You must have been quite asleep for the past few months! Or maybe it is just that due to your stock position, you're only able to see evidence is in your favor, even when it means weaving whole fantasy worlds out of a few words. This is a more common problem with investors than most people realize, but every professional trader has had to face it, recognize it, and control it, and I truly doubt that anyone with as severe a case of it as you was able to overcome it. You really shouldn't be trading stocks. Go put your money in a high tech mutual fund. Facts: The recently available Nvidia GeForce2 cards run at a PC333 type speed (i.e. 166/333MHz), while the soon to be released DDR standards run slower. PC266 runs at 133/266MHz, and PC200 runs at 100/200MHz. For those who are new, or who haven't been paying attention: PC266 uses a 133MHz clock. PC200 uses a 100MHz clock. PC800 uses a 400MHz clock. All these memory types are double data rate, that is DDR type (including Rambus). The SDRAM types use clocks the same as their bandwidth per pin: PC100 uses a 100 MHz clock. PC133 uses a 133MHz clock. Where jim kelley got confused was in not realizing whether the number refered to the clock rate or the data rate. While confusing, usage is apparent from context, for those familiar with the industry. As far as peak bandwidths, PC200 matches the Rambus PC800, and beats PC700 and PC600. PC266 beats all the Rambus types. As a form of cheap marketing promotion, PC200 is sometimes called PC1600, which is its peak bandwidth, the same as that of the fastest version of Rambus. Similarly, PC266 is also called PC2100. Funny that you are saying that Intel doesn't need much RDRAM for Willamette shipments this year. (I agree.) What's your point, that not much RDRAM is going to be needed? -- Carl P.S. As long as I'm on the subject, the Nvidia cards are overclockable, and the overclockers are having a field day, running at memory data rates well above 333MHz. This is the sort of thing that suggests a robust technology. DDR is robust, and it is here to stay. (Long enough to kill RDRAM, anyway.) In fact, LeadTek allows as fast as 450MHz. I guess you think their engineers must be on drugs, given that you think that the Nvidia cards really run at 133MHz: Since this is DDR, the memory clock default is 333[sic] MHz with an upper bound of 450 MHz (adjustable per LeadTek). overclockers.com Note that where the above author said "clock default" he should have said "bit rate default". Alternatively, he should have quoted a clock rate of 167MHz. This can be confusing at times, but pay attention, you'll get it.