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

To: richard surckla who wrote (51257)	8/25/2000 11:46:24 PM
From: mishedlo	Read Replies (2) \| Respond to of 93625

Thanks to GWJ1 on the fool ================================= If you listen to the AMD/DDR supporters in the media and on these message boards you would think nothing is wrong with DDR. Never has been, never will be. I think they are hypocrites. Here's why. If you are an AMD/DDR supporter I want you to take a couple of tests with me and see what you think. First, let's pretend that the fates of RDRAM and DDR have been reversed. DDR is ramping up on schedule and RDRAM still doesn't work. Let's also pretend that back in Oct 99 Intel said it still had a couple of bugs to work out in it's RDRAM chipset but it still expected it to be on the market in Jan. 2000. Now it is July of 2000 and RDRAM still doesn't work. If that were the case would you cut Intel/Rambus as much slack as you are currently giving DDR? No, I know you wouldn't. I remember last Oct. when Intel delayed its RDRAM chipset by just one month. Do you remember what you said about Intel and Rambus back then? Do you remember how stupid Intel was? Do you remember calling RDRAM vaporware? Clearly, based on the article above, Micron fully expected DDR to be on the market in Jan. 2000. Now if a one-month delay in RDRAM meant doom and gloom for Intel/Rambus what does a six-month delay mean for AMD/DDR? Be fair! Here's the next test. Let's pretend that RDRAM and DDR have turned out just the way they have the only difference is that AMD is using RDRAM and Intel is still trying to make DDR work. If that was the case AMD shareholders would be doing cartwheels right now. The critical fourth quarter is coming up and Intel is going to have to launch their P4 with PC133. Even better for AMD, the Mustang, which has been designed from the start to take advantage of RDRAM, is going to be released about then. Can the P4 with PC133 compete with Mustang/RDRAM? No way! Intel has wasted all that time and money on DDR and now they are going to have to spend even more time and money redesigning the P4 to use RDRAM. Finally AMD is going to kick Intel's ass. If this were the case would you still think DDR was going to replace RDRAM? Of course not. At the recent DDR convention in Taiwan the Samsung rep said that creating a standard DDR gerber was critical to mass producing DDR. I checked the JEDEC website last week and they had submitted some more preliminary proposals but still hadn't decided on a standard. What does this mean? Without a standard gerber it would be possible for a Via DDR chipset to work with Samsung memory but not with NEC, or an AMD DDR chipset might work with NEC memory but not with Samsung. What does this mean if you are a PC OEM? It means that DDR is a giant cluster f@#$. If you are an OEM this is what the DDR/RDRAM debate looks like from a marketing/profitability standpoint.

To: richard surckla who wrote (51257)	8/26/2000 8:40:25 AM
From: gnuman	Read Replies (1) \| Respond to of 93625

Rsurkcla, re: HUGE! SAMSUNG TO MAKE RMBS SEALED Pcs Here's what your buddy says: 32Mb memory CHIP (not chipS, but a single CHIP). Only RMBS baby. Only RMBS. Nobody else can do those king of things but RMBS. Here's what the referenced article says: Samsung Electro-Mechanics to Mass Produce Set-Top Boxes for Internet TVs August 23, 2000 (SEOUL) -- Samsung Electro-Mechanics Co., Ltd. announced plans to mass produce set-top boxes for Internet TVs starting in August. "Our set-top box is a product that has been developed jointly with Internet TV Networks, a domestic Internet TV provider, over the last year," said an official of Samsung Electro-Mechanics. The Samsung unit said it expects to sell 100,000 units this year at home and abroad. "Our product employs a Pentium CPU and Microsoft Windows CE operating system, and it also has a 32MB system memory chip and 24MB flash ROM memory," the company said. The set-top box enables users to get access to the Internet to receive information on weather, sports and stocks, while watching TV. And here's the Samsung Electro-Mechanics information on the new Internet TV set top box. sem.samsung.com Our product is an Internet TV set-top box which contains inexpensive web browser and e-mail consumer product, it is easy to use, localized for international markets and customized for specific Internet service providers. An open architecture design creates unique applications for smart cards and online commerce, banking, telemedicine, hospitality, gaming and education. Pre-configured to connect to an Internet access provider with its built-in 56Kbps modem Internet TV comes in a package that requires no installation , guarantees great ease of use, and brings the information available on the WWW to the convenience of the living room at an affordable price. Critical to this favorable cost differences between our product and existing multimedia PCs or NCs, are the compact software and its minimalist hardware design philosophy, the limited memory requirements , and the use of the strong ARM microprocessor technology. Asia BizTech seems to have gotten a few things wrong. The processor is an ARM7500 FE, and memory is 4MB, (32 Mb's), DRAM. It does support Window's CE. Know of any 4MB DRDRAM's? Does this sound like HUGH! SAMSUNG TO MAKE RMBS SEALED Pcs that your buddy surmised from the Azia BizTech article? BTW, The SEM article shows all the hardware and features of this new set-top box. JMHO's