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: Bilow who wrote (54276)	9/20/2000 2:32:10 PM
From: sylvester80	Respond to of 93625

Bilow, Nobody misestimating anything. With no DDR in the channel, white box or not, for this year DDR is D.O.A. And if the brand name OEMs (who move the volume) are not going to get them till fall/X-Mas 2001, you can kiss DDR goodbye. The brand name OEMs is where the volume is. It is very telling that VIA is saying that they don't see DDR in volume production till late 2001. The only other thing I have to say is.... without DDR, you can also kiss goodbye Micron, Hyundai, and Infineon, who are clueless how to make high yield PC800 RDRAM. Samsung, in my view, either has the best engineers in the world, or has gotten hold of space alien technology ;-) It is amazing to me how can Samsung can be showing overall yields of RDRAM up to 98% this year of which 75% would be PC800, and the idiots at Micron can't even manufacture a part. Micron is taking a big gamble and they will fall flat in their face. Win/lose lawsuit or not. The DDR market is D.O.A and nowhere what they were expecting. They better have plan B or they are screwed. JMHO.

To: Bilow who wrote (54276)	9/20/2000 11:35:13 PM
From: Jdaasoc	Respond to of 93625

Carl: Your DDR chipsets are here. john electronicnews.com VIA Debuts Two DDR DRAM Chipsets Sep 20, 2000 --- VIA Technologies Inc. of Taipei, Taiwan, continued its commitment to DDR DRAM today with the launch of two chipsets specifically designed for the memory standard. VIA’s Apollo Pro266 and VIA Apollo KT266 scaleable chipsets have been designed for both the Intel Socket 370 and AMD Socket A processor platforms. VIA said the chipsets are capable of doubling memory data throughput and reaching a peak memory bandwidth of 2.1GBytes per second. The chipsets also feature a 133MHz Front Side Bus, AGP4X, ATA-100 support, and a high-speed low-latency V-Link bus to double the communication bandwidth between the North and South Bridge to 266MByes per second. “With the launch of the VIA Apollo Pro266 and VIA Apollo KT266, VIA is enabling a rapid industry-wide transition to DDR memory on both the leading processor platforms,” said Wen Chi Chen, president and chief executive officer of VIA, in a statement. “DDR provides the most appropriate memory solution for solving the system performance bottleneck while leveraging the cost benefits of the existing SDRAM infrastructure.” The Apollo Pro266 has been designed for use with single and dual Intel Pentium III processors, in addition to Intel Celeron and VIA Cyrix processors. The Apollo KT266 is for use with AMD Athlon processors. Both chipsets feature AGP4X and ATA-100 support, a new high-speed V-Link bus, integrated six channel advanced audio, six USB ports, LPC bus, and integrated 10/100Mbps Ethernet and Home PNA, the chipmaker said. The VIA Apollo Pro266 and the VIA Apollo KT266 are manufactured by Taiwan Semiconductor Manufacturing Co. (TSMC) in a 0.22-micron, 3 metal layer process, and are priced at $40 each in OEM quantities.