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

To: John Walliker who wrote (43992)	6/10/2000 6:34:00 PM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

Samsung, Hyundai to increase price of DRAM electronicnews.com Jun 09, 2000 --- Samsung Electronics and Hyundai Electronics have proposed increasing the price of 64Mbit DRAM by 5-10 percent, as spot market prices continue to mount to $6.87-$7.21 for 64M (8M x 8) PC100 SDRAM, Electronic Business Asia, an E-inSITE affiliate, reports. Price increases of $10 to $11 for 64Mbit DRAM would come into effect in June for leading OEM customers, added company spokesmen. ?As a result of surging demand, Samsung has only 1-2 weeks of supply, far below the normal inventory level of 4-5 weeks,? said Chon Byung-seo, a Daewoo securities analyst. Samsung?s supply will get even tighter as local PC makers and handset makers scramble to stockpile DRAM chips, in anticipation of a tight supply that would further push up DRAM prices later this year. ?'If there are four million units of 64Mbit DRAM allotted to Hyundai and Samsung in total, for instance, the leading PC maker TriGem and the mobile handset maker Samsung Electronics are together walking away with at least 1.8 to 2.2 million units each,? said Joe Gyu-Dong, general manager of Sinsung Semiconductor, a local distributor. ?As a result, local distributors are left with 20 percent less allocation than last year.? Intel?s decision to lower CPU prices spurred sales of high performance computers and raised the demand for DRAM, said Chon Byung-seo. He forecasts that a 30 percent increase in DRAM chip prices will bring Samsung Electronics and Hyundai Electronics $1 billion more in profits for the first half of this year.

To: John Walliker who wrote (43992)	6/10/2000 11:56:00 PM
From: Ali Chen	Read Replies (3) \| Respond to of 93625

John Walliker, <I think you may have missed the whole point of the Rambus interface. It does maintain an essentially constant (high) impedance regardless of whether the device is transmitting or receiving.> I think you are still doing your theoretical SPICE modelling of RMAbus, do you? Let me remind you that the difference between practice and theory is much bigger in practice than in theory. Second, look at what you just wrote, "essentially constant". How "essentially"? Essentially constant is not constant, and when you multiply the difference by 30 (devices), you may face some unpleasant reality. As I noted before, the RAMbus training materials refer to Rambus signals as "chaos" when the reads are in progress. Then, you say: "constant (high) impedance". High? Huh? Is not it supposed to match the 28 Ohm trace impedance to avoid reflections I was so scared of? And if the impedance of driver is "high" as you say, don't you think there might be difficulties to drive the 28-Ohm bus to 1.4V above the reference point if the whole supply rails are 2.5V only? Then you say: <That is one reason why it uses constant current bus drivers> I would be exited to see anything "constant" in the 800-MHz timing range. Maybe only in theory? <The other one is that multiple clock domains can then coexist on the bus> You probably had in mind "time domains"? The multiple domains have to coexist if the bus is longer than the signal propagation time. No matter where it is - on Rambus premises, or AMD or Intel board. Even on Mars. <However, what you wrote perfectly sums up the problems which DDR faces.> You must be also a pointy-haired just like jim_kelley is. And you both are very confused. One more time: the Rambus problem is that there is too many chips on the bus, so the bus has to be too long. This is not about DDR in any way. P.S. The tone of my post was intentionally aggressive, for the sake of delivering the point to slow members. Do not feel personally offended:).