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

To: Dave B who wrote (47285)	7/15/2000 4:33:07 PM
From: gnuman	Respond to of 93625

Dave B re: < if RDRAM systems were not selling, they wouldn't be offered still.> It's interesting that the Rambus site has a link to this article: Samsung Passes Milestone by Shipping 10 Millionth RDRAM to PC OEMs intl.samsungsemi.com Note the 10 Million units is total since introducing the product last fall. Now if Samsung represent 80% of RDRAM shipments, how many PC's/WS's could have shipped through Q2'00? While RDRAM systems are still selling, they seem to be a very low percent of market share to date. And that was before the intro of the i815E with PC133. JMHO's

To: Dave B who wrote (47285)	7/15/2000 5:29:55 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Re Micron stepping back out of DDR chipset business... This isn't much of a surprise, (if true, I've been rushed and haven't found an original link to a verifiable news source on this yet. But I don't mean to doubt the accuracy.) Read this from late last year: 'Samurai' may spur DDR mkt.October 18, 1999 Hoping to stimulate sales of higher-speed memory, Micron Technology Inc. said it may put its double-data-rate, SDRAM-enabled Samurai chipset out for license to accelerate the market's adoption of PC266 DDR devices. Dean Klein, vice president of the integrated-products group at Boise, Idaho-based Micron, said the company "isn't in the chipset business, but [wants] to enable the early penetration of DDR memory into the market." Klein said widespread availability of DDR chipsets is the gating function to ramping up PC266 sales. techweb.com The purpose of the Samurai was to make sure that DDR chipsets were available. Now with ALi coming out on August 1, AMD and VIA to follow, Micron evidently is sufficiently assured of the need for DDR that it is no longer going to supply the parts. The basic fact is that there were way too many companies coming out with way too many chipsets for the DDR PC market. There was no way that all of them could be successful. Don't be surprised to see another company or two drop out. Machines are in beta test all over the place. Perhaps the Micron chipset came up a little short in the performance category, relative to the VIA chipset. That would be enough to convince the Micron people to back off. Of course, this is only speculation, I have no connection to any of these companies. The big DDR supporter is VIA, and they are unequivocal in their support of the technology, as is Micron. Look for Micron to make the memory chips, and VIA to make the chipsets. This is all about companies doing what they specialize in. Micron specializes in memory, not chipsets. No surprises here. Now something that would be surprising would be to see VIA announce that they are going to go into the memory business, and are going to produce RDRAM... -- Carl P.S. I'm sure someone put this link into the thread, but I missed it. It's PC World testing a DDR machine: Money for Nothing? Rambus Performance Falls Short pcworld.com Of course I've been saying for some time that this summer would be the time when DDR starts to be obviously the memory technology of the future. It is now summer 2000 and DDR is starting to roll.

To: Dave B who wrote (47285)	7/16/2000 1:34:28 PM
From: denni	Read Replies (1) \| Respond to of 93625

>>Yet IBM (and others) continue to provide up to 100% of their systems configurations with RDRAM. Maybe it's not moving as quickly as we would like, but the prices are coming down faster than I expected and since you've been able to get RDRAM in systems under $1500 for a month or two now, I'm pleased with the progress. i really like the refurbed 800mh 256mB ecc rdram system i got from dell for 1669. the equivalent 815 system in now 1499, but i like rdram's ability to run multiple streaming apps faster.