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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: sylvester80 who wrote (34007)	10/29/2000 1:04:53 PM
From: Skeeter Bug	Respond to of 54805

sylvester, your version is correct. i heard half the story but not the rest. thanks for "the rest of the story..." this is really boiling down to intel and rmbs vs amd and the memory mfrs. i think that rmbs' ddr patent claims will clank when they hit the floor b/c the really misused the jedec forum. it will be interesting. the dram mfrs REALLY don't like rmbs. i mean REALLY. it will be interesting going forward. one scenario is that the market chooses sdtrram and ddr and intel loses market share hand over fist to amd. this is a BIG RISK for intel. it will be interesting.

To: sylvester80 who wrote (34007)	10/29/2000 5:38:41 PM
From: Doren	Respond to of 54805

Ahh, yes they did say it was a mistake: electronicnews.com Very interesting technology questions though. I haven't decided yet. It seems most gamers I've talked to are totally behind AMD/DDR, but few gamers own multiprocessor servers. Actually the arguments come down to this. Rambus is theoretically superior at higher chip speeds, but: 1) will DDR supporters be able to do an end run around Rambus and make it work for less money. Hard to guess what they have under the hat. 2) Will Rambus's patents on DDR hold. As for AMD being content to win in the low speed market, I doubt it. They really have won in the high speed workstation market. Intel owns the x86 server market.