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

To: Scumbria who wrote (65407)	2/5/2001 7:35:34 PM
From: pompsander	Read Replies (2) \| Respond to of 93625

Scumbria: You still don't get it. Dave is rightly pointing out that DDR has not lived up to its potential. If RDRAM had this long a "break-in" period, you guys would have been screaming bloody murder. There is still no proof, none whatsoever, that the guys that matter, the decision makers at the big firms, are going to commit to DDR. It does not matter what the "engineers are designing for". That can be changed, dumped, redirected in a hearbeat....as you remind us should have been done with Rambus. DDR has some very real questions surrounding its ability to be used widely in the desktop right now. Because you got that lucky Micron Electronics PC that works great is not going to satisfy Michael Dell or a rebuilding Compaq that they should bet the store on it. RDRAM may, in your view, be a lousy architecture that costs too much....but it works. That counts for a lot right now.

To: Scumbria who wrote (65407)	2/5/2001 7:40:59 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Remember the design team you met at Fibbar's? Guess what kind of DRAM they were designing for? Seeing how far behind you DDR guys are, I'd guess EDO, though that may be too advanced for them. At least 20 million units of that design will sell over the next two years. Sounds like an engineer speaking who has no idea how to look at the business side of things. Almost everybody in Silicon valley is designing around DDR. Silly comments about Micron are rather absurd. Blah, blah, blah. More "ooh, it's coming" talk. What's absurd is your dreams that anything's going to happen with DDR in the system memory space. Three months after introduction, you have nothing. That's a failure to date by anyone's definition. Given that we're now three months into launch, can you back up any of your hyperbole with any concrete design wins? Hmm? You're the guys who love to point out the lack of design wins -- well, DDR is certainly rife with those. If DDR were being built by a company rather than a consortium, both the engineering and marketing teams would have been fired by now for their failure. No team worth it's salt develops and ships a product without having customers lined up ready to go (for an example, see the RDRAM launch where systems were ready to ship on the first day). Again, to date the launch is a failure. If it improves, great, since I believe we'll see royalties from DDR anyway. But regardless of the royalty situation, the DDR launch is one of the all-time snoozers. p.s. The only silly comments about Micron are yours, since I'm not commenting about them, I'm commenting about MUEI.