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

To: Dave B who wrote (51355)	8/27/2000 1:41:23 AM
From: chic_hearne	Read Replies (1) \| Respond to of 93625

Re: I decided to take chic's advice and let SI know rather than continue to post the ps Dave, I didn't suggest you turn him in, I suggested that you quit taunting him so you don't get banned or suspended by SI. I think BOTH of you guys should quit your pissing contest. This board is getting worse than Yahoo. chic

To: Dave B who wrote (51355)	8/27/2000 1:53:05 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Just found another funny "DDR schedule" article from EBN (Bob Eminian quoting mid-1998 for volume DDR shipments; and EBN's reporting that DDR shipments will precede RDRAM shipments): _______________ Samsung Eyes DDR-Based Systems Launch Electronic Buyers' News, Jan 5, 1998 p032 Full Text Samsung Semiconductor Inc. has announced that it has demonstrated a 133-MHz double date rate (DDR) SDRAM in a working system and has provided its PC OEMs with design support, which should enable the launch of DDR-based systems in the first half of 1998. The announcement follows Samsung's demonstration at the fall Comdex show of a 125-MHz DDR device with a 250-MHz internal bandwidth. "We have validated DDR both at the chip level and at the system level," said Robert Eminian, director of memory marketing at Samsung, San Jose. "The performance improvements are particularly obvious when texture-rich Accelerated Graphics Port software is employed. The volume shipments of DDR in mid-1998 will be perfectly timed for the introduction of the next generation of AGP-compatible software that can take advantage of the greatly improved graphics performance." DDR SDRAM is expected by many industry observers to be the successor to SDRAM II and will precede a shift sometime in 1999 to the Direct Rambus DRAM architecture developed by Rambus Inc., Mountain View, Calif.

To: Dave B who wrote (51355)	8/27/2000 10:21:27 AM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: Bilow initiated and posted a false rumor Dave, You might want to just let this one be. Intel's MTH was causing data corruption - speculation and rumor that this part would be replaced was inevitable. But what has happened instead, is that Intel is moving away from Rambus - so they don't need a new MTH. That was a bit of a surprise to many. Every time you re-post that string of links, you are reminding everyone that Carl's speculation about the program designed to help bring Rambus into the mainstream was wrong - instead of fixing it, they are dropping the program. The MTH program was designed to allow Intel to saturate the market with Rambus capable boards, even though some of those boards would initially ship with SDRAM. Manufacturer's inventories were to support Rambus, even before Rambus was cost effective. The idea was that as soon as Rambus was available and competitively priced, systems that could use it would be waiting for it. The MTH was what made such dual capable (RDRAM or SDRAM) systems possible. When the first MTH proved problematic, the assumption was that it would be replaced with a fixed part. Instead Intel has dumped the whole "make the world safe for Rambus" program. Carl thought Intel would stick with Rambus for a while (at least publicly), and replace the MTH. Instead, they surprised him by dumping it sooner than he expected. And it's this fact that you keep reminding us all of. Dan