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

To: richard surckla who wrote (47963)	7/27/2000 1:47:44 AM
From: Scumbria	Respond to of 93625

Richard, will AMD now consider entering the high end Rambus System market? I doubt the management at AMD thinks of much else besides DRDRAM these days. Those PCWorld Benchmarks scared AMD's management into rethinking their SDRAM only plans. The Stupid Guy

To: richard surckla who wrote (47963)	7/27/2000 2:06:21 AM
From: richard surckla	Read Replies (2) \| Respond to of 93625

From Yahoo... Intel "News" Changes NOTHING by: h0db (40/M/Tysons Corner, VA) 7/26/00 11:58 pm Msg: 141180 of 141200 Rambus has already won. Personally, I don't assume that DRAM makers are going to follow Hitachi's and Toshiba's lead. It could well happen, but I think that Rambus succeeds on the basis of earnings--which are going to be a BLOWOUT in October--and broad adoption of RDRAM through the PlayStation-II and the Pentium-4. With respect to the Pentium-4, Intel's "news" changes nothing. What do we know today that we didn't know before? That Intel is sensitive to competitive pressure? That it will "plan" to produce chipsets that OEMs want? Duh! This news, combined with the launch of the i815 chipset, effectively end VIA's access to major OEMs. NOBODY uses VIA chipsets if they have a choice of an Intel Chipset at a competitive price. Dell and Gateway have already moved to the i815 o their mid-range systems (all of their high-end home systems and Desktops remain RDRAM). So, what did Intel say? That it "plans" to introduce a PC133 SDRAM chipset in mid-2001 to cover price-sensistive segments. This assumes that mid-2001, PC133 still costs much less than RDRAM. The current trends suggest otherwise. Check out Pricewatch today: pricewatch.com Start with the 128MB RIMMS, and then look at the 256MB rimms. Virtually EVERY vendor slashed prices today--most of the competitive bids on the fist three pages have changed. For the first time, RDRAM is selling below $300 for 128MB. Here's a vendor selling 128MB for $250: shop.store.yahoo.com Folks, this is 20% LESS than what PC133 SDRAM cost last summer. And guess what--RDRAM has fallen in price by 70% since March alone. SDRAM has increased in price by 40% during the same period: members.home.com Look at the end of may when a weighted index of PC133 was $0.984 per 1MB. The price today is $1.284 per 1MB. So, guess what's going to happen over the next year--Pentium-4 will launch in volume with only Rambus memory support, and by the time that mid-2001 rolls around, there will be no price advantage for PC133, let alone DDR-SDRAM. Even today, DDR only has a marginal price advantage over RDRAM-- eet.com "Sample prices are $120 for the DDR SDRAM, $150 for RDRAM and $200 for FCRAM. Toshiba said it is still too early to determine production quantity prices. Volume production is scheduled to begin in December." This thing is already over. Rambus won. The Intel "news" is designed to cut the floor from under VIA and reclaim chipset market share. DDR has missed EVERY milestone, and remains VAPORWARE. RDRAM is shipping in the millions every week, and the prices are falling DAILY.

To: richard surckla who wrote (47963)	7/27/2000 2:54:24 AM
From: Joe NYC	Respond to of 93625

richard, Something to ponder... Under the circumstances will AMD now consider entering the high end Rambus System market? After all they have been advertising for Engineers with Rambus technology experience. You know how hard it is to hire talent these days. AMD is being clever and creative. They figure that a lot of Engineers with Rambus technology experience are losing their jobs. It's like when people in New York City read the obituaries when looking for apartments rather than the real estate section. Joe