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


To: jim kelley who wrote (48598)8/1/2000 5:07:33 AM
From: Bilow  Read Replies (1) | Respond to of 93625
 
Hi jim kelley; Re the future of DDR as main memory. You've made an incredible number of unsubstantiated untrue comments about DDR and RDRAM. I'll go through them one by one and refute them with links...

Re: "It is too early to tell what the future of DDR as main memory is since there are no products yet available." This is true only in the sense that most people are not technically acquainted with the details to be absolutely totally certain what will happen, but here are some things to bear in mind:

DDR designs completed or in progress at ALL major suppliers of motherboards (page 3)
Closeups of the DDR section of various five different DDR motherboards: Pages 16,17,29,30,36
micronsemi.com

Re: "DDR does not scale well since it is essentially a clocking scheme and does not include as part of its specification control, address and data termination." Not true:
ami2.com

Re: "As the clock rate increases, DDR-II falls prey to the same issues of bus terminations already solved by RDRAM. Moreover, the bus has 4 times as many signal traces which compounds the termination problem. RDRAM is the correct approach to scaling in clock frequency." Not true. In fact, DDR is increasing in frequency at a rate much faster than RDRAM. Early DDR ran at 200/266 MHz, (data rate per pin). It's already shipping at 333, and sampling at 400. If RDRAM is the correct approach, how come it's only scaling from 800MHz to 1066MHz over its first two years of production? Looks like RDRAM has run up against a physical limit, while DDR has plenty of room to improve left in it.

Re: "Servers can afford the cost of a few extra layers of motherboard but desktop systems can not. The 820 is a 4 layer board." The implication is that DDR will require more layers than 4. Not true, as is well known through the industry. Take a look at these:
From VIA: DDR SDRAM is evolutionary
* One controller can support both SDR and DDR
* Same PCB (both module and MB) technology as SDR

micronsemi.com

For actual PCB drawings showing the 4-layers required, go to page 37 & 38:
micronsemi.com
For mom and pop who don't know their butt from an excellon drill tape:
PC2100 DDR can be implemented in a low-cost PCB (Standard PC100 motherboard technology (page 28)
DDR channel can be implemnted in a 2S 2P (four-layer) board (page 29)

Note: While the actual Micron Reference Motherboard design is six layers, you can clearly see that the memory interface was routed in just two signal layers. Also the Intel i820 Reference Motherboard was 6 layers, cost reduction comes later. Early DDR motherboards will (I predict) be 6 layer, but they will then migrate to 4 layer, just like any other engineering cost improvement. Until then, the extra cost of the two layers on a MB size PCB in large quantity will be well under $10 each, a tiny fraction of the difference between the price of DDR DIMMs and RDRAM RIMMs.

Re: "DDR offers a parallel raw bus that does not scale well as the clock rate increases." This is not true, as noted above. DDR has been increasing its clock rate at a far, far, far higher rate than RDRAM.

Re: "DDR SDRAM has been around since 1996 and has not found application in main memory despite many attempts over the years." This is not true. DDR samples have been around for years, but DDR mass production started in late '99. RDRAM mass production started about 6 months earlier. To help remind you of the facts, here are some links showing DRDRAM devices being sent to Intel at the same time that DDR was being sampled:
Samsung Ships Rambus Modules - DRDRAM devices to be tested by Intel, Compaq, and Dell August 17, 1998
usa.samsungsemi.com
Samsung Samples First JEDEC-Compliant DDR SDRAM August 17, 1998
usa.samsungsemi.com

Re: "Most the criticism of RAMBUS has centered on cost and realized performance with P3 systems. Both these issues will dissolve with the launch of the P4." Given that this statement is about an event which is firmly in the future, there is no way I can refute it directly. But people on this thread have suggested many, many, many times that Intel is a very savvy technical company, and that is why they made the brilliant decision of choosing Rambus for their memory interfaces. But Intel just announced that they are going to support PC133 for mainstream use of the P4, and rumors are flying that they will support DDR in 2H01. This move by Intel clearly implies that they do not think that RDRAM will be available in sufficient quantity (and therefore price) to support their P4 in 2H01. Since that is something like 9 months after the launch of the P4, it is therefore clear that they are afraid that the RDRAM issues will not dissolve before then.

Re: "The die area of the second generation of RDRAM devices will be within 5% of Sdram (as per Samsung). The rest of the cost equation arises out of packaging and economies of scale. Thus it is not really possible to assert that RDRAM will be more expensive than ordinary Sdram in 2001 and 2002." There are a number of severe inaccuracies in this statement. First, Samsung doesn't predict a reduction in the 5% extra cost for RDRAM until 2002, not 2001. Second, very few people are comparing RDRAM to SDRAM, (which it absolutely no hope at all of equaling the price of), but instead, they are more liberally comparing RDRAM to DDR. But DDR is already cheaper than RDRAM, and doesn't have to wait until 2002 for a cost reduction. Who knows how cheap DDR will be by then.

Re: "The main reason Intel announced an Sdram version of Willamette for the second half of 01 is to cut off AMD and VIA as well as the other chipset companies. As you recall VIA has been thumbing its nose and saying that it will build a DDR chipset for the P4 without a license. AMD has been touting DDR and Intel is intent on denying them any distinction in the market place." This is an example of magical thinking. It's kind of cute, actually. I'm going to post it around SI and see what other people think about it.

Re: "Finally, it is becoming increasingly clear with each new license agreement that RAMBUS will be collecting royalties from VIA..." While the thought is distasteful, this has nothing to do with the future of DDR, and I will refrain from commenting other than to note that this remains to be seen.

Re: "People are comparing DDR-II to RDRAM instead of comparing DDR-II to QRSL RDRAM. The comparisons have been picked to meet a political agenda. Still there are no DDR systems much less DDR-II systems on the market. Sure there are graphics cards that use DDR SGRAM but so what." The basic fact is that DDR-II is scaling to increased clock frequencies much faster than RDRAM is. As for QRSL, it is receiving very little support in the industry, as compared to DDR-II, which has the support of a lot more than just one memory company.

-- Carl



To: jim kelley who wrote (48598)3/6/2002 9:25:43 AM
From: Bilow  Respond to of 93625
 
Hi jim kelley; Back on August 1, 2000, you wrote an amazingly large number of untrue statements (I don't call them "lies" because that would imply that you understand the difference between fact and fiction in electronics) about DDR and RDRAM: reply-14141969 I corrected your statements here: #reply-14141969

Let's see how your post has aged with the passage of 18 months:

Re: "It is too early to tell what the future of DDR as main memory is since there are no products yet available." Actually, it was obvious at the time, based on counts of DDR chipsets. Now DDR is out shipping RDRAM by 4 to 1. Big surprise? I think not. You were in denial.

Re: "Server memory alone only accounts for 8 to 10% of DRAM utilization hence even if DDR captures 100% of the server market it will be a niche product. DDR must capture the desktop market to become dominant." And it did.

Re: "RDRAM clearly can be effectively used in low end servers and no doubt will be so used." There are zero Intel RDRAM chipsets that are marked for the "server" market. That doesn't mean that you can't call an i850 a "server", but RDRAM certainly has made no serious inroads into the server market.

Re: "DDR does not scale well since it is essentially a clocking scheme and does not include as part of its specification control, address and data termination." Kind of odd. Intel now has DDR-II on their roadmaps, Samsung is talking about PC3200 with DDR-I, and is sampling DDR800 for graphics. Meanwhile, RDRAM is still stuck at PC800.

Re: "Servers can afford the cost of a few extra layers of motherboard but desktop systems can not. The 820 is a 4 layer board." And so are DDR motherboards.

Re: "DDR SDRAM has been around since 1996 and has not found application in main memory despite many attempts over the years." It has now.

Re: "While there are significant concurrency benefits using RDRAM in P3 systems with 100 and 133 FSB it has been known for more than a year that the 400 Mhz FSB is the ideal match for RAMBUS." Odd, then how come most P4s are going out with DDR now?

Re: "Most the criticism of RAMBUS has centered on cost and realized performance with P3 systems. Both these issues will dissolve with the launch of the P4. Even the critics know this and are loathe to admit it." RDRAM still costs considerably more than DDR, and that's despite the explosion in the use of DDR.

Re: "The die area of the second generation of RDRAM devices will be within 5% of Sdram (as per Samsung). The rest of the cost equation arises out of packaging and economies of scale. Thus it is not really possible to assert that RDRAM will be more expensive than ordinary Sdram in 2001 and 2002. This really depends largely on economies of scale (volume of production) and the specific process used to make the die." Too bad the economies of scale have already slid well in favor of DDR.

Re: "The main reason Intel announced an Sdram version of Willamette for the second half of 01 is to cut off AMD and VIA as well as the other chipset companies. As you recall VIA has been thumbing its nose and saying that it will build a DDR chipset for the P4 without a license. AMD has been touting DDR and Intel is intent on denying them any distinction in the market place." Still Rambus dreaming. No, it turned out that Intel was slowly removing RDRAM from their roadmap, as has been recently verified by numerous attendees of IDF.

Re: "Finally, it is becoming increasingly clear with each new license agreement that RAMBUS will be collecting royalties from VIA, AMD, and all of the other companies. There may be a few lawsuits and ITC cases arising out of this but clearly RAMBUS has the patents and it has a fiduciary duty to collect on those patents for the benefit of the shareholders." That one turned out a bit painful, didn't it.

Re: "People are comparing DDR-II to RDRAM instead of comparing DDR-II to QRSL RDRAM. The comparisons have been picked to meet a political agenda." DDR-II is now on Intel's roadmap, and was discussed at the recent IDF, but QRSL is officially dead, replaced by "Yellowstone".

Re: "Still there are no DDR systems much less DDR-II systems on the market. Sure there are graphics cards that use DDR SGRAM but so what." The problem with amateurs is that they don't know what is under development. It was obvious to industry that DDR was the next mainstream memory type since late 1999.

Re: "I expect that all the Japanese companies will be licensed by December." Bravo! One (more or less) correct prediction!!! Too bad that Toshiba got out of the business.

Re: "All the Korean companies should be licensed in 2001." Nope.

Re: "The Taianese company will take longer but they will come around." Not yet.

Re: "Infineon will also no doubt take a license." BWAHAHAHAHAHA!!!

Re: "Companies that do not license will be at a competitive disadvantage in getting oem contracts and oems which use unlicensed components will face having their shipments interdicted." Hasn't happened yet.

Re: "RAMBUS is here to stay and their technolgy is getting more interesting with each new product announcement." Been a great investment for you, hasn't it.

-- Carl



To: jim kelley who wrote (48598)4/14/2002 9:27:23 PM
From: Bilow  Read Replies (1) | Respond to of 93625
 
Hi jim kelley; Back on August 1, 2000, you made a post remarkable for the number of its predictions and statements about RDRAM and DDR. What was particularly interesting about your post is that you were completely 100% 180 degrees wrong:

It is too early to tell what the future of DDR as main memory is since there are no products yet available. Server memory alone only accounts for 8 to 10% of DRAM utilization hence even if DDR captures 100% of the server market it will be a niche product. DDR must capture the desktop market to become dominant. RDRAM clearly can be effectively used in low end servers and no doubt will be so used.

DDR does not scale well since it is essentially a clocking scheme and does not include as part of its specification control, address and data termination. This is left to the implementer. As the clock rate increases, DDR-II falls prey to the same issues of bus terminations already solved by RDRAM. Moreover, the bus has 4 times as many signal traces which compounds the termination problem. RDRAM is the correct approach to scaling in clock frequency. Servers can afford the cost of a few extra layers of motherboard but desktop systems can not. The 820 is a 4 layer board.

Since both DDR and RDRAM use the same dram cells it is the architecture of the chip that that determines the differences in bandwidth and latency. RDRAM provides a high speed terminated packet bus. DDR offers a parallel raw bus that does not scale well as the clock rate increases. DDR SDRAM has been around since 1996 and has not found application in main memory despite many attempts over the years. It has found application as a graphics memory in the form of SGRAM. now we are being told that DDR systems are around the corner (Q4) but is unlikely that they will emerge in volume before q1-01 because of the risks associated with the launch of such products during the peak consumer business months. The P4 will effectively use the bandwidth provided by RDRAM with its new 400Mhz FSB. While there are significant concurrency benefits using RDRAM in P3 systems with 100 and 133 FSB it has been known for more than a year that the 400 Mhz FSB is the ideal match for RAMBUS. Most the criticism of RAMBUS has centered on cost and realized performance with P3 systems. Both these issues will dissolve with the launch of the P4. Even the critics know this and are loathe to admit it.

The die area of the second generation of RDRAM devices will be within 5% of Sdram (as per Samsung). The rest of the cost equation arises out of packaging and economies of scale. Thus it is not really possible to assert that RDRAM will be more expensive than ordinary Sdram in 2001 and 2002. This really depends largely on economies of scale (volume of production) and the specific process used to make the die.

The main reason Intel announced an Sdram version of Willamette for the second half of 01 is to cut off AMD and VIA as well as the other chipset companies. As you recall VIA has been thumbing its nose and saying that it will build a DDR chipset for the P4 without a license. AMD has been touting DDR and Intel is intent on denying them any distinction in the market place.

Finally, it is becoming increasingly clear with each new license agreement that RAMBUS will be collecting royalties from VIA, AMD, and all of the other companies. There may be a few lawsuits and ITC cases arising out of this but clearly RAMBUS has the patents and it has a fiduciary duty to collect on those patents for the benefit of the shareholders.

People are comparing DDR-II to RDRAM instead of comparing DDR-II to QRSL RDRAM. The comparisons have been picked to meet a political agenda. Still there are no DDR systems much less DDR-II systems on the market. Sure there are graphics cards that use DDR SGRAM but so what.

I expect that all the Japanese companies will be licensed by December. All the Korean companies should be licensed in 2001. The Taianese company will take longer but they will come around. Infineon will also no doubt take a license.
Companies that do not license will be at a competitive disadvantage in getting oem contracts and oems which use unlicensed components will face having their shipments interdicted.

RAMBUS is here to stay and their technolgy is getting more interesting with each new product announcement.

JMO
#reply-14141969

I answered your post at the time with this one, which has turned out to be an exact prediction of the future: #reply-14141969

-- Carl