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

To: Scumbria who wrote (46768)	7/8/2000 5:27:26 PM
From: Dan3	Read Replies (2) \| Respond to of 93625

Re: Perhaps the Intel sponsored 815 numbers will be accepted more easily? I think Intel is horrified at the Frankenstein it created. Rambus may have moved above AMD and VIA on the Intel enemies list. In the unlikely event that Rambus has any success at all with its IP claims, the manufacturing companies like Intel, AMD, Samsung, Micron, etc. will have to dissolve their cross-licensing agreements and create independent divisions that offer bundles of IP. If Rambus's blackmail succeeds, they'll have no choice since blocking patents could be claimed by hundreds of companies. Micron, Samsung, etc. would each have about 100 bundles of patents that would have to be licensed by any company that sought to sell memory in the US. Rambus would have 1 or 2 bundles. Overall memory prices would go up by 25% with most of that going to accounting and legal costs. Any claim by Rambus for more than 0.01% of the selling cost of DRAM would fail in court. (If 5000 patents must each be licensed to manufacture a product, the courts generally require the owner of a handful of those patents to license them at a rate that corresponds to their relative value) Regards, Dan

To: Scumbria who wrote (46768)	7/9/2000 5:18:01 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

I love how you guys talk about the poor performance numbers for RDRAM. Let me explain what the average Joe sees, however. I just got my August copy of PC World today, a publication read much more widely than this thread, Intel's web site, or just about any other source you can put up. It has now been three months since the publication added RDRAM systems to their list. Here's how things look... The two Dell RDRAM systems continue to hold the top 2 positions -- the Dell XPS B800r (PIII-800EB, 256K L2, 128M RDRAM) is first with a PC Worldbench score of 201. The Dell OptiPlex GX300 (PIII-733, 256K L2, 128M RDRAM) is second with a PC Worldbench score of 165. The other 8 systems are SDRAM-based (interestingly, there are no systems from IBM, Compaq, or HP of either type at all on the list). With a score of 201, the B800r beats the Polywell Poly 800K7 Athlon-800 systems (128M SDRAM, 512K L2) by 50 points, or about 33% (and is priced only 15% higher). The B800r beats the NuTrend Athlon Ultra 2 (Athlon-850, 128M SGRAM(?), 512K L2) by 55 points, or about 37% (and is priced 18% higher). The B800r beats the Sys Performance 850A (Athlon-850, 128M SDRAM, 512K L2) by 3 points (a tie) and is priced 2% higher (a tie). The B800r beats the Micron Millenia Max 800 by 7 points (4%) and is priced 14% higher (this is the only price/performance outlier). The B800r beats all of the PIII-800 systems with SDRAM by 45 to 53 points (again, roughly 33%) while being 14% to 30% more expensive. The Optiplex GX300 is a 733Mhz system, and it beats all of the PIII and Athlon systems up to 800Mhz and one of the 3 Athlon 850 systems, by 9 to 19 points (6% to 13%). Pricewise, the Optiplex line is targeted at a different customer than the desktop lines so is actually more expensive than the B800r ($170 more) even though it's only a 733Mhz processor. This increase is due to additional support services offered for Managed PCs. So, what we have is a benchmark score (again, much more widely read than anything else ever posted here) that says that on a price/performance basis, RDRAM is actually a better choice. All our rantings here won't change the fact that the average reader sees that RDRAM is, in fact, a performance enhancer that pays for itself in increased system performance. Good luck to all. Dave

To: Scumbria who wrote (46768)	7/9/2000 5:18:58 AM
From: Dave B	Respond to of 93625

I love how you guys talk about the poor performance numbers for RDRAM. Let me explain what the average Joe sees, however. I just got my August copy of PC World today, a publication read much more widely than this thread, Intel's web site, or just about any other source you can put up. It has now been three months since the publication added RDRAM systems to their list. Here's how things look... The two Dell RDRAM systems continue to hold the top 2 positions -- the Dell XPS B800r (PIII-800EB, 256K L2, 128M RDRAM) is first with a PC Worldbench score of 201. The Dell OptiPlex GX300 (PIII-733, 256K L2, 128M RDRAM) is second with a PC Worldbench score of 165. The other 8 systems are SDRAM-based (interestingly, there are no systems from IBM, Compaq, or HP of either type at all on the list). With a score of 201, the B800r beats the Polywell Poly 800K7 Athlon-800 systems (128M SDRAM, 512K L2) by 50 points, or about 33% (and is priced only 15% higher). The B800r beats the NuTrend Athlon Ultra 2 (Athlon-850, 128M SGRAM(?), 512K L2) by 55 points, or about 37% (and is priced 18% higher). The B800r beats the Sys Performance 850A (Athlon-850, 128M SDRAM, 512K L2) by 3 points (a tie) and is priced 2% higher (a tie). The B800r beats the Micron Millenia Max 800 by 7 points (4%) and is priced 14% higher (this is the only price/performance outlier). The B800r beats all of the PIII-800 systems with SDRAM by 45 to 53 points (again, roughly 33%) while being 14% to 30% more expensive. The Optiplex GX300 is a 733Mhz system, and it beats all of the PIII and Athlon systems up to 800Mhz and one of the 3 Athlon 850 systems, by 9 to 19 points (6% to 13%). Pricewise, the Optiplex line is targeted at a different customer than the desktop lines so is actually more expensive than the B800r ($170 more) even though it's only a 733Mhz processor. This increase is due to additional support services offered for Managed PCs. So, what we have is a benchmark score (again, much more widely read than anything else ever posted here) that says that on a price/performance basis, RDRAM is actually a better choice. All our rantings here won't change the fact that the average reader sees that RDRAM is, in fact, a performance enhancer that pays for itself in increased system performance. Good luck to all. Dave

To: Scumbria who wrote (46768)	7/9/2000 5:22:46 AM
From: Dave B	Read Replies (2) \| Respond to of 93625

I love how you guys talk about the poor performance numbers for RDRAM. Let me explain what the average Joe sees, however. I just got my August copy of PC World today, a publication read much more widely than this thread, Intel's web site, or just about any other source you can put up. It has now been three months since the publication added RDRAM systems to their list. Here's how things look... The two Dell RDRAM systems continue to hold the top 2 positions -- the Dell XPS B800r (PIII-800EB, 256K L2, 128M RDRAM) is first with a PC Worldbench score of 201. The Dell OptiPlex GX300 (PIII-733, 256K L2, 128M RDRAM) is second with a PC Worldbench score of 165. The other 8 systems are SDRAM-based (interestingly, there are no systems from IBM, Compaq, or HP of either type at all on the list). With a score of 201, the B800r beats the Polywell Poly 800K7 Athlon-800 systems (128M SDRAM, 512K L2) by 50 points, or about 33% (and is priced only 15% higher). The B800r beats the NuTrend Athlon Ultra 2 (Athlon-850, 128M SGRAM(?), 512K L2) by 55 points, or about 37% (and is priced 18% higher). The B800r beats the Sys Performance 850A (Athlon-850, 128M SDRAM, 512K L2) by 3 points (a tie) and is priced 2% higher (a tie). The B800r beats the Micron Millenia Max 800 by 7 points (4%) and is priced 14% higher (this is the only price/performance outlier). The B800r beats all of the PIII-800 systems with SDRAM by 45 to 53 points (again, roughly 33%) while being 14% to 30% more expensive. The Optiplex GX300 is a 733Mhz system, and it beats all of the PIII and Athlon systems up to 800Mhz and one of the 3 Athlon 850 systems, by 9 to 19 points (6% to 13%). Pricewise, the Optiplex line is targeted at a different customer than the desktop lines so is actually more expensive than the B800r ($170 more) even though it's only a 733Mhz processor. This increase is due to additional support services offered for Managed PCs. So, what we have is a benchmark score (again, much more widely read than anything else ever posted here) that says that on a price/performance basis, RDRAM is actually a better choice. All our rantings here won't change the fact that the average reader sees that RDRAM is, in fact, a performance enhancer that pays for itself in increased system performance. Good luck to all. Dave