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

To: Dan3 who wrote (54350)	9/21/2000 1:53:43 AM
From: richard surckla	Respond to of 93625

h0db from YAHOO says... DDR Vapor launch by: h0db (40/M/Tysons Corner, VA) 9/21/00 12:32 am Msg: 162639 of 162663 Can you imagine if Intel was launching a product in this manner, what the hue and cry would be? Today, VIA "launched" it DDR chipsets, the Apollo Pro266 (Intel platform) and the KT266 (AMD platform). Notice how quiet its been? Where are Tom Pabst's benchmarks of these "launched" products? where's his latest anti-rambus tirade? He's reviewing HDD while VIA launchs the fabled (!) DDR chipsets and hosts a monster DDR conference with the whole Team DDR there--Micron, ALi, Hyundai, Infineon. Funny thing is, this is the first product launch I've ever seen with NO product. No demonstrator boards, no benchmarks. No nothing. Ace's Hardware (a pretty good site, if fairly pro-AMD) has HAD a VIA Pro266 for the past month and has been promising benchmarks almost daily. But they've noted some "stability" issues. Now, Anandtech did post a preview of the AMD760; unfortunately, the results look a little odd--he claims a DDR performance advantage, but somehow his i820 comparison scores are much lower than previously benchmarked on his own site. He also could not get Win2k to load, and could not run a normal benchmark suite. I'm really getting concerned that Rambus' revenue stream from DDR may not be as much as anticipated this year. I shall have to call Sherry Garber and complain about her estimate for DDR this year. View Replies to this Message

To: Dan3 who wrote (54350)	9/21/2000 1:59:11 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi Dan3; My favorite quote: "I almost fell out of my chair! The DDR system slaps the competition silly!" Also: "For this test only, we included a few numbers from an i820 system. You can clearly see that the latency of Rambus DRAM is substantially higher* than that of SDRAM.*" Actually, the i820 latency numbers were almost double the i815 figures: i820+PC800 1024KB 19 36 70 112 112 113 115 119 128 139 166 i815+PC133 1024KB 10 20 38 63 63 64 66 69 75 87 90 -- Carl

To: Dan3 who wrote (54350)	9/21/2000 9:21:49 AM
From: sylvester80	Read Replies (2) \| Respond to of 93625

Dan3, DDR SDRAM is here to stay First it needs to get here before anyone can figure out if it can stay. ;-) Looks like you guys just keep putting the cart before the horse. You've been doing it for the last 9 months and continue to shoot yourselves in the foot. When will you learn? Vaporware and paper launches look real good on paper. You can sell any product at any price that way, without having to actually sell a single one. So please spare us till you have some real volume production. DDR is nowhere to be found in the channel. Nowhere. So not only DDR is not here, it is actually D.O.A. Rhetoric and vapor/paper releases won't do it.