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To: Wes Stevens who wrote (1319)	12/14/2000 7:19:53 AM
From: unclewest	Read Replies (1) \| Respond to of 2293

Long term RMBS's IP will make them a winner. But it will be a while before RDRAM will make a penetration into the memory market. Wes, do you realize that rmbs probably collected a royalty on the sdram that your pc was originally equipped with as well as the rdram replacement that intc provided? let that sink in for a moment. rmbs collects royalties on RDRAM...but dram mfrs are also lining up to pay royalties to rmbs on SDRAM and DDRDRAM at an even higher rate. uw

To: Wes Stevens who wrote (1319)	12/14/2000 10:51:43 AM
From: visionthing	Respond to of 2293

Re: I am a proud owner of an Intel motherboard with RDRAM compliments of Intel's chipset screwup earlier this year. I saw no performance increase in what I did with the RDRAM. You look at benchmarks and they back this up - what a normal pc user does with their pc will not benefit from RDRAM. The 820 chipset was the initial offering with RDRAM(with MTH), quite a mismatch, as the performance showed. That is why it is no longer available. The current iterations are much different. As todays PC users begin to use video and streaming media etc. The benefits will become clear going forward.

To: Wes Stevens who wrote (1319)	12/14/2000 10:53:32 AM
From: tinkershaw	Respond to of 2293

Wes, You saw no performance improvement because the P III literally crippled RDRAM and was a rushed to market interim chip meant to get RDRAM production rolling to insure sufficient supplies for the P IV. If you look at the P IV, and particularly software optimized to take advantage of the P IV performance benchmarks are coming out which are singing the praise of RDRAM, which just weeks earlier actually put devil faces next to RDRAM. Rambus is the most difficult company you will ever follow. Which is what makes it so rewarding because the truth is as complex as the technology. To put it in perspective, P IV, using optimized software will outperform the top of the line Athlon by nearly 2 to 1 on processor and memory intense applications. The P IV and its 400 mhz bus is crippled without RDRAM. DDR will not fully power the P IV - even if RMBS was not getting paid even more for DDR. What will make RMBS successful is its control of high speed chip to chip interfaces. There seems to be more money in the chip controllers than in RDRAM or the entire DRAM market itself. Which is mind boggling. But I am a RMBS partisan. I just suggest not limiting your DD to the P III, by doing so your looking at one tree and missing the entire forest going forward. No different than AVNX. Sure, we don't need all that bandwidth now, but what about 2 years from now. With RDRAM it is more like what about 3-6 months from now. Tinker