Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: pompsander who wrote (43154)	5/30/2000 1:14:00 AM
From: Bilow	Respond to of 93625

Hi pompsander; Re "If DDR is late, and it may well be,...well, it may be a tough climb for them. God help them if they have traditional launch snafus. Carl and Dan3 have assured me, however, that this won't happen. We'll see." Actually, I believe that I stated that DDR could be late enough to miss the big 4Q00 season, though I don't expect it. I surely didn't give any assurance that there won't be any launch snafus. With so many companies bringing out chipsets there are bound to be problems with someone. Actually, I don't recall ever having been involved with a product that was entirely exempt from such, though you can usually keep the problems hidden from the customers. (That is what Intel was trying to do when they didn't announce the Camino problems last year until right before they were to ship. You can be sure that the engineers were busy little beavers while management was sweating it.) One of the things DDR has going for it is that there are so many different companies working on independent chipsets. So it is highly unlikely that all of them will strike out. The DDR chips, likewise, are available from many different makers, and it is highly unlikely that all of those makers will come upon problems. (Any problems are much more likely to be chipset problems than memory chip problems, due to the much greater complexity of the new chipsets.) -- Carl