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: Scumbria who wrote (56446)	10/3/2000 8:46:32 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Scumbria, You are trying to prove me wrong, and misrepresenting my statements. I'm trying to figure out where facts end and your opinions begin. You often state opinions as if they were facts. Scumbria opinion: It will use two DDR channels I said they will probably use two channels. It would be dumb to put a single channel on the P4 bus. You did say "probably", and as I said, that was your opinion. "Probably" is still an opinion. You then built that opinion into your follow-on assumptions in calculating throughput. Scumbria opinion: It will use DDR-II I never said anything about DDR-II. Where did that come from? You said that two channels would provide 4.2GBs of throughput. That's DDR-II, not DDR-I. Intel is not suicidal. They will put DDR on P4 wherever it is appropriate. If you want to go on believing Intel's misinformation about their intentions, that is your perogative. I've always said that my primary reason for investing in this company was Intel's support and that if that disappeared, I'd have significantly less interest in it (you can check several of my posts from last year). So when you say that Intel is designing DDR chipsets for the P4, I want to know if you're talking about just the server version of the P4, or all versions of the P4. And if this is just your opinion. That's all I asked. As I've said before, I'm trading RMBS right now because of the uncertainties since the delay last September. It also scares me that Rambus has few advocates in the industry. But at this point, I believe RDRAM will eventually become the standard or Rambus will have so many patents locking up memory interface technology that they'll receive royalties on anything else. So I keep a close eye on them to catch the runs and try to prevent people from making negative misleading statements about them. IMO, I'd recommend this strategy to everyone on the thread (at least keep on your toes and keep a finger close to the trigger). There is a chance that banging their head against the rest of the memory industry may get tiring for Intel eventually. But that's an opinion, not a fact. JM2C, Dave