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

To: blake_paterson who wrote (44379)	6/14/2000 7:24:00 PM
From: jim kelley	Respond to of 93625

LMAO!

To: blake_paterson who wrote (44379)	6/14/2000 7:54:00 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

Blake, where did you take your creative writing course? <g> I've got to admit, you're fun to read. ;-) Slide 14 (our current point of contention, my double agent friend): Most manufacturers are allegedly sampling. Very few are at first revision right now. Most kick in late in 2001. Kinda clashes with the chipset wet dreams on the subsequent slide(s). I had a girlfriend once that did that to me. Oooh yeahhh. Are you sure you don't mean slide 7? Show's first samples and major revisions, ie: die shrinks? (Slide 14 show's non-PC low end trends). Assuming you meant slide 7, not only are chips sampling or in production from 8 sources, we also know there are DDRDRAM modules already in production. Two I could find quickly. Hyundai kcs.hei.co.kr Note the availability. Celestica, (developed in conjunction with IBM micro electronics) celestica.com And since you like to make fun of projections, how about this one from Dataquest, a source Rambus prefers to use. (BTW, found this in Rambus article archives). (03/16/99) Schlumberger takes on RDRAM test challenge ....Shipments swelling According to estimates from Dataquest Inc. (San Jose, Calif.), Rambus DRAM production will account for 5 percent of the total DRAM shipments this year, then swell to about 31 percent next year. (sic, 2000) eetimes.com How close to 31% do you think they'll come this year? Of course, that "totally unreliable" source, Semico, has RDRAM at ~8%. But all this fun and games aside, I think you'll have to admit Rambus and DDR will coexist in the future. What we don't know is the respective level's. JMHO's <g>

To: blake_paterson who wrote (44379)	6/14/2000 8:39:00 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi blake paterson; Thanks for reviewing the VIA slide show! You have no idea how much you have done for my cause by linking their website into this thread. Anyway, your points: (4) What's your point here? VIA already took most of Intel's chipset business away from them for helping PC133 "arise from the underbelly of the commoditized memory industry." Look what happened to Timna. The RDRAM got chopped off it in favor of just exactly such a commodity memory. (7) DDR SDRAM has been around since 1999, when Nvidia speced it into graphics boards. Now they're all over the place. (11) DDR PC systems will get here soon enough. I know you guys don't understand how long it takes to bring out a new memory technology into the PC marketplace, but take into consideration that RDRAM didn't choke on its vomit until late 1999. (14) DDR has been shipping in x16s for months now, and in volume. Why are you suggesting they aren't sampling yet? Micron is offering samples over the internet, for example. And those x16 DDRs that are shipping in volume into the graphics business are the same die as the x8 and x4, except for the final metal, and they are in the same package. Tons of samples are available. In fact, you can buy x4s and x8s from Arrow. (32) It will take a while for you guys to figure out that DDR took the market, but when Intel admits it, it will be pretty obvious. Indefinitely delaying the RDRAM version of Timna should be a clue. Canceling revisions of the i820 and i840 memory controllers (i.e. 82840 and 82820) should be another clue (the 820E boards use the same 82820). The thing to remember when companies give timelines for products is that there are a bunch of different dates that can be easily confused. A lot of what a company like VIA says about a product delivery date depends on who they are talking to. If they are talking to an end-user, they are going to say when the products hit the shelf. When they are talking to the rest of the industry, they are likely to mean the date when they will have first silicon, which is long before then. The next date is when they have boards running, and sometime after that, when samples are sent to customers. Then production volumes are available for customers, and only then does first customer ship for the completed computer happen. These different delivery dates are significant to different players in the market, and it is very confusing to mom and pop. In addition, a lot of the milestones are not made public, for secrecy reasons. Why would VIA want ALi to know how much performance their DDR chipsets are going to give months before they start shipping? That is valuable information, it could give a competitor a reason to up their ship date or work harder at increasing performance. Similarly with letting loose information about when their products will be ready. -- Carl