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

To: Scumbria who wrote (47985)	7/27/2000 1:15:24 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; 48000 posts already! Some brutal price discovery going on today in AMZN. Not such a bad day for RMBS, either. What's the news? -- Carl

To: Scumbria who wrote (47985)	7/30/2000 11:05:22 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Scumbria; Samsung's official statement about the future of DDR SDRAM... (Subtitle: You know you're really on the outs when even your best buddies end up supporting the other technology.) DDR, Today and Tomorrow inqst.com Page 9. DDR Industry Status * Most Module Gerbers are complete * Chipsets will be ready by Q3 * Validation and enableing stage at wide range of Applications. Page 11. DDR Chipset & Motherboard 24 DDR chipsets shown by end of 1Q01. Page 12. Measured Signal Integrity (up to 4 DIMM 1GB) * Every configurable DIMMs are working well * Overall AC timing margin looks O.K. Pages 13-14. Beautiful screen shots of various DDR signals. Page 15. M/B Analysis Summary * Every configurable DIMMs are working well * Overall AC timing margin looks O.K. * Signal quality is fine. * Clock Signals - Good duty cycle & small skews * Command/Address Signals - Enough margin in setup & hold time - Little under/overshoot & ringback * DQ/DQS Signals - Good signal integrity - Acceptable timing margins in each parameters * Power Signals - Negligible power noise Page 16. Granularity Diagram shows x64 DDR and x16 RDRAM to have same system granularity. (LOL!) Pages 16-18. A series of charts showing that you should supply machines with 256MB of DRAM. (And therefore, choose the cheapest memory that will get you there - DDR.) Page 20. Chart showing futures of DDR, SDRAM and RDRAM. In last stage, RDRAM has only climbed from the current 800MHz to 1GHz, while DDR has doubled itself to reach 800MHz. So much for scalability of RDRAM. Page 21, Chart talking about "x2 DDR". Wonder what that could be... Page 22. DDR SDRAM Development Status * DDR products are under qualification at Various Applications - Server/WS, Desk PC, N/B, Set top box(!), Switching Systems, Graphics..... * Samsung 128Mb DDR SDRAM - Have been shipping ~80K components to more than 20 customers. - Under Validation internally with 3 different evaluation boards. * Samsung 256Mb DDR SDRAM - Target for Achieving 100% 2-2-2 @ 100MHz/200Mbps - Stacked 512Mb for 1GB Registered DIMM * Samsung 512Mb DDR SDRAM - Achieved Working Sample in May. Engineering Samples end of 2000 Page 25. Summary * Infrastructure Build is nearing completion - Most Module Gerbers are complete - Chipsets will be ready by Q3 - Validation & enableing stage at wide range of Applications * Low cost, Fast, High performance - Offer higher performance by Utilizing the current infrastructure * Samsung is sampling/shipping DDR now - 128MB DDR C/S is available now - 128MB DDR will be in volume production from Q3 - 256MB DDR E/S will be available from July~August -- Carl