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

To: jim kelley who wrote (42692)	5/22/2000 1:42:00 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi jim kelley; Re that MAJC processor. Kindly give me a link to one on Priceline. Where is it? Come on, you must have a couple in your home right now, right? Read us off the serial number... At least DramReview had their hands on one and did some benchmarking. NO??? Sounds like vaporware to me. More seriously, the MAJC was sent to fab late last year: Here's the Sun web page for news about the MAJC. Notice the most recent press release was October 6, 1999: sun.com FIRST IMPLEMENTATION OF THE MAJC ARCHITECTURE October 6, 1999 The MAJC 5200 chip is expected to have a clock frequency of 500 MHz and isexpected to tape out by the end of this year. Engineering samples are anticipated in the second quarter of 2000. sun.com Now its the second quarter of 2000. We should be seeing those engineering samples any time now. News reports say that they're being "tested". Wouldn't think that would have anything to do with that Rambus channel, would you? www5.zdnet.com You want FUD?, here's some for you: Maybe it has become clear to Sun that RDRAM is an expensive "boutique" memory type, and will always be expensive. Maybe Sun is working hard to create a DDR version of MAJC. Maybe the complete absence of PR on the chip for the last 6 months has a reason, not a good one for RMBS. Maybe Sun will have to buy MTHs from Intel in order to ship their first product. Maybe Sun doesn't want to do that. Sun can undoubtedly design RDRAM out of that chip, and will be forced to, unless RDRAM dives in both cost and price pretty soon. -- Carl

To: jim kelley who wrote (42692)	5/22/2000 1:55:00 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi jim kelley; You said that "Production only recently ramped on RDRAM and its production infrastructure is still growing. The Nvidia chip decisions had to take place long before RDRAM had sufficient production maturity. This is not at all true. RDRAM is well known to have ramped to volume before any DDR did. In fact, we have heard this fact over and over and over from the longs last year. It was supposed to be too late for DDR because RDRAM had already reached volume manufacturing. DDR is the new kid on the block, and it is the less mature technology. But it got off to a pretty quick start without a lot of problems, didn't it? Nvidia has already sent two DDR chip generations to market. Their next generation is rumored to also be DDR, and I have no doubt that it is. They are also rumored to be using DDR for the X-Box, which would count as a third or fourth generation DDR product. The fact is that there are already DDR products that have almost gone through the complete product cycle. From first customer ship to last customer ship. Nvidia is no longer making the GeForce chips, having converted entirely to GeForce2 chips. The industry is moving ahead, DDR is evolving very quickly, RDRAM is stuck at high costs and small volumes. What is Rambus going to do!!! The DDR (i.e. Deoxyribonucleic Dementia Retrovirus) particles are mutating faster than the onboard diagnostics can track them down, captain!!! This could cause a dilithium crystal overload with complete breach of core!!! I think the bus is going down!!! Abandon ship!!! -- Carl Example post from earlier this year, January 12, 2000: i have read rmbs is to be in $1200 pcs. by mid 2000. if this is true, rmbs will bury 133 and ddr. as they will be lost in the smoke. there is no doubt rmbs is ramping up and samsung is leading the ramp up. #reply-12544577

To: jim kelley who wrote (42692)	9/27/2000 2:25:09 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi jim kelley; Remember MAJC? Back on May 21, 2000 you wrote: "You are very selective with your memory. SUNW recently introduced MAJC which makes use of Rdram." That was 4 months ago. The big RDRAM design win at Sun. Where are the chips? MAJC was announced in October 1999, but still no chips, no data sheets, no benchmarks, no design wins. Things are starting to sound a little fishy here. What do you think happened to MAJC? At least DDR DIMMs have photographs of motherboards, benchmarks, a dozen design wins... It's starting to look like MAJC might be vaporware. Or worse, f@rtware. -- Carl

To: jim kelley who wrote (42692)	4/6/2001 1:35:05 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi jim kelley; Back about a year ago, you were bragging about the sun MAJC, which was designed to use RDRAM. jim kelley, May 21, 2000 SUNW recently introduced MAJC which makes use of Rdram. #reply-13748388 I responded with a sarcastic note to the effect that the MAJC was already very late. Now here it is nearly a year later, and still no MAJC. Maybe it's time to repeat my earlier comments: Bilow, May 22, 2000 Re that MAJC processor. Kindly give me a link to one on Priceline. Where is it? Come on, you must have a couple in your home right now, right? Read us off the serial number... At least DramReview had their hands on one and did some benchmarking. NO??? Sounds like vaporware to me. More seriously, the MAJC was sent to fab late last year: Here's the Sun web page for news about the MAJC. Notice the most recent press release was October 6, 1999: sun.com FIRST IMPLEMENTATION OF THE MAJC ARCHITECTURE October 6, 1999 The MAJC 5200 chip is expected to have a clock frequency of 500 MHz and isexpected to tape out by the end of this year. Engineering samples are anticipated in the second quarter of 2000. sun.com Now its the second quarter of 2000. We should be seeing those engineering samples any time now. News reports say that they're being "tested". Wouldn't think that would have anything to do with that Rambus channel, would you? www5.zdnet.com You want FUD?, here's some for you: Maybe it has become clear to Sun that RDRAM is an expensive "boutique" memory type, and will always be expensive. Maybe Sun is working hard to create a DDR version of MAJC. Maybe the complete absence of PR on the chip for the last 6 months has a reason, not a good one for RMBS. Maybe Sun will have to buy MTHs from Intel in order to ship their first product. Maybe Sun doesn't want to do that. Sun can undoubtedly design RDRAM out of that chip, and will be forced to, unless RDRAM dives in both cost and price pretty soon. #reply-13748951 Still no MAJC. Any ideas? And by the way, where are those performance laptops using RDRAM that you were expecting in 4Q00? You wrote: "They draw 1/2 the power of DDR in operation..." Quite the memory expert, aren't you now? Do explain where MAJC is, though. -- Carl