Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jim kelley who wrote (49497)	8/12/2000 3:45:10 PM
From: Rich1	Read Replies (1) \| Respond to of 93625

Everyday IBD does a sector analysis and the best 30 stocks in the sector. Today's issue Monday August 14, 2000 the sector is IBD Electronics-Semiconductor Mfg. Group They rate Quarterly Earnings % change and Quarterly sales % change, A+,A, A- funds in Stock, EPS, RS, SMR, Accumulate/Distribution. In the Group are companies like AMCC, Broadcom, PMC-Sierra, Cree, ARm Holdings,ADI,TQNT,ACTL, XLNX, VTSS and QLGC. And the leader of the group is .....(the envelope please) Rambus..

To: jim kelley who wrote (49497)	8/12/2000 4:08:06 PM
From: Scumbria	Respond to of 93625

Jim, I don't believe that there are any absolute performance issues with DRDRAM. The problem is the price/performance ratio. DRDRAM offers little if any benefit for a desktop CPU, at a significant price premium. As far as the performance of DRDRAM or DDR on Willy's 400 MHz bus, we will have to see. It is not clear to me that there will be enough memory traffic from the CPU to make significant use of high bandwidth memory. Unfortunately, it will be difficult to make this evaluation, because DRDRAM will be the only support memory for the first few months of Willy's life. Who was it at Intel who said that Willy's big cache makes "low performance" memory look good? Maybe that implies that PC133 provides enough bandwidth for Willy? Scumbria

To: jim kelley who wrote (49497)	8/12/2000 5:24:29 PM
From: Barry Grossman	Respond to of 93625

Jim, Nice rebuttal to Bert's fud. I'm going to send it along with the fud to a few friends who have joined the bus along the way. Barry

To: jim kelley who wrote (49497)	8/12/2000 8:30:44 PM
From: gnuman	Respond to of 93625

Jim, re: <DELL has used these two boards to become number 1 in the workstation market last quarter by a wide margin.> It's true that Dell was number one in Q2. (2% higher share than HWP). And all Dell W/S's are Rambus. But it only amounts to an average 33,000 units/month in Q2 for Dell. gartner11.gartnerweb.com Note that total industry W/W shipments will probably be less than 2 Million units for the year. From the server chart you can see they consume a lot more memory than W/S's. (Both in unit qty and IMO modules per unit). Of course, the real market for PC memory is in the Mainstream and Value segments. This is the area where Intel's plans are key. BTW, I expect P3 will sell an order of magnitude more units than P4 next year. JMHO's