SI
SI
discoversearch

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: jim kelley who wrote (60291)11/6/2000 4:26:01 AM
From: Bilow  Respond to of 93625
 
Hi jim kelley; Re: "Team DDR has been lying about the cost of producing DDR, about its stability, about it scalability and lately about the 760 launch."

(1) For most of a year, all we've heard on this thread is that "Dell buys its RDRAM much cheaper than the prices shown on", and therefore RDRAM is actually much cheaper than the retail prices indicate. Same applies to DDR.

(2) You have no idea about how stable DDR is or is not. Industry rumors on the AMD 761 chipset problem are not about the DDR, they suggest that the EV6 bus is the problem.

(3) Scalability is a term that doesn't have any real meaning.

(4) The 760 "launch" was really an announcement that DDR would be shipping in November, but could be purchased now. Given the traditional industry technique of describing shipping dates by the time period that contains them, that means that DDR is supposed to ship hours before December 1, and that is more than 3 weeks from now. Until then, you don't have a vapor launch, what you have is the prediction of a real launch.

You shouldn't be complaining. Until now, you've heard that DDR is going to ship next quarter. Now it's down to next month. Eventually, it will ship.

-- Carl