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


To: Jdaasoc who wrote (66274)2/20/2001 10:40:27 AM
From: Bilow  Read Replies (1) | Respond to of 93625
 
Hi Jdaasoc; Re the Windows 2000 problem with the GA-7DX...

(1) This has nothing whatsoever to do with the memory interface. Instead, it's an issue with VIA's chipset. Why pin it on DDR?

(2) This is the sort of thing that is very common in new boards and is fixed in drivers. Why didn't you complain about these problems that the P4 had when it first came out? Here, I'll give you a reminder:

P4 chipset bug lingers
geek.com

(3) Why didn't you include the conclusion of the article, where they noted that they eventually fixed the problem?

Stability in Windows 98 SE was a non-issue, which is something we have come to expect with any Gigabyte board in recent months. Once you get the board up and running (aside from our difficulty with obtaining functional drivers for the VIA 686B South Bridge in Windows 2000) there were no obvious flaws. Recently we obtained drivers that worked on our ASUS board. We will be adding Windows 2000 numbers to this review soon. Very little on the negative side other than ASUS, was more polished overall in terms of tweaking features, manual and the like. The 7DX is quite worthy of an 8 out of 10. Solid all the way around.
sharkyextreme.com

The rest of your post is fluff. Sure, DDR is never gonna get here. Just keep thinking that, and leave those options on the table.

If you're going to try to FUD DDR, at least try and do it in a way that doesn't have to be corrected a week later.

-- Carl



To: Jdaasoc who wrote (66274)2/20/2001 11:07:15 AM
From: Dan3  Read Replies (2) | Respond to of 93625
 
Re: Sure the system logicboard is Win2K certified

Actually, that was a system certification that I linked to. The rambus based P4 has problems with all non-DMA PCI cards (which is a huge number from a myriad of manufacturers). What is it about Rambus that makes PCI devices fail? Or have you considered that it might just be a chipset issue unrelated to the memory type?

Regardless, Rambus Inc. is a one trick pony, that pony being that vague initial patent application filed in 1990. Amendments and continuations to that application had given them a reasonably good story to tell until two issues came up recently.

One was foreseeable and that was the JEDEC defense. Recent stories are making the JEDEC issue look more important than it did a month ago.

The one that wasn't foreseeable was the Fesco decision. The Fesco decision has produced a major restriction in the ability of patent applicants to amend their initial applications. And all the important Rambus patents are amendments. I think Fesco has hurt Rambus ultimate chances quite a bit.

Between those two pieces of news, the probability of Rambus ever collecting a large, long term revenue stream has dropped a great deal. But, so far, the stock has dropped only a little.

For the next few months, the prospects for Rambus doing anything but going down don't look very good.

Dan