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.

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

To: gnuman who wrote (73303)	5/20/2001 12:05:40 PM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

Gene, re: Message #73303...best post I've read on this board in months, congrats. Not bad for a 'sceptic.' <g> Change of topic...Looks like IFX continues to steal from the poor in order to feed its inadequate IP portfolio. On the bright side, it appears that some small companies DO KNOW how to argue Markman against IFX counsel... Power Mosfet Technologies Moves Forward With Patent Infringement Case Against Infineon and St THURSDAY, MAY 17, 2001 11:35 AM - BusinessWire DALLAS, May 17, 2001 (BUSINESS WIRE) -- The United States District Court for the Eastern District of Texas recently issued a pre-trial ruling in favor of Power Mosfet Technologies, L.L.C. (PMT) in its patent infringement lawsuit against Infineon Technologies AG and its subsidiaries (Infineon) and STMicroelectronics, N.V. and its subsidiaries (ST). bigcharts.com OT, I'm only now catching up on the past three days...unable to look at the workbooks this w/e. BP

To: gnuman who wrote (73303)	5/20/2001 2:46:13 PM
From: NightOwl	Read Replies (1) \| Respond to of 93625

My deepest apologies Gene P., Clearly your "JMOs" are founded on deeply held belief systems. Where have you been? Why do you think the 4i initiative is getting strong emphasis by Intel and the RDRAM suppliers? I've seen forecasts of $8.00 128Mb equivalents by year end. While still high relative to SDRAM, the cost differential at the system level is rapidly declining. In the performance segments it becomes a non-issue. And of course the fact that SDRAM is cheap is the result of low demand for PC's, not a strategy of the MM's. Look back a year to see the impact of strong demand on pricing. *** IMO, there is more RDRAM than the industry needs. P4 sales to date have not been impacted by RDRAM availability. I expect this to be true through 2002. And again, you don't understand segmentation strategy. As I predicted months ago, I expect RDRAM, DDR and SDRAM to coexist through at least 2002, with SDRAM enjoying major share. While I would certainly agree that there is far more DRDRAM in existence than the industry, or anyone else, "needs;" I suspect that our "JMOs" would diverge on the explanation of why the price of this revolutionary technology is able to withstand the effects of the laws of supply demand.<vbg> Whatever will they sell it for when it is in "short" supply? ...Ah the joys of a good monopoly. The gift that just keeps on giving. <Ho Haa 8-> 0\|0

To: gnuman who wrote (73303)	5/21/2001 1:37:02 PM
From: Bilow	Respond to of 93625

Hi Gene Parrott; Re: "You obviously don't understand market segmentation, price/performance issues, and marketing strategy. While you may think of Work Stations and the Performance Mainstream segment as "niche" markets, the fact is they exist. I have no doubt that RDRAM will grow share in those segments. RDRAM already dominates the WS segment (BTW, using your logic, there can only be one CPU in the PC, the cheapest)." The only reason that RDRAM dominates in the WS segment is because Intel agreed to only support RDRAM. That is something that is changing. RDRAM already has as much market share as it will ever get in that market, namely all of Intel. The other builders have zero plans for RDRAM chipsets, and Intel has plans for DDR. Also, the logic that "there can only be one" does not extend to markets other than mainstream memory. Memory is a commodity that has many different uses. There has never, ever, ever been more than one mainstream commodity memory, and it ain't gonna happen in the next five years. Re: "I expect RDRAM, DDR and SDRAM to coexist through at least 2002, with SDRAM enjoying major share." I agree. The question is what happens towards the end of 2002. Re: "But if you think that Intel will abandon RDRAM you're going to be wrong again. There will be "more than one" for a long time." Intel will abandon RDRAM, but I agree that it will take a long time. There moves towards DDR are late, but their direction is clear. Watch what they do, not what they say. -- Carl

To: gnuman who wrote (73303)	5/21/2001 2:23:37 PM
From: Ali Chen	Respond to of 93625

Gene, "While you may think of Work Stations and the Performance Mainstream segment as "niche" markets, the fact is they exist. I have no doubt that RDRAM will grow share in those segments." I would not be so sure about those "performance" segments. For some reasons these guys did not put Rambus into their quad-Xeon design: "The other platform that will become available for the Intel Xeon is the upcoming ServerWorks Grand Champion HE which will debut with the Intel Xeon MP in quad processor configurations. This chipset will use 4-way interleaved DDR SDRAM offering up to 6.4GB/s of memory bandwidth to the 1, 2 or 4 processors that the chipset supports." anandtech.com - Ali

To: gnuman who wrote (73303)	6/24/2001 6:06:17 PM
From: Bilow	Respond to of 93625

Hi Gene Parrott; DDR at BestBug... Re: "By now I expected there would be DDR based PC's from HP and Compaq on the shelves at retailers like BestBuy. Until that happens I think the roll-out has been very disappointing." (Gene Parrott, May 20, 2001 #reply-15825970 ) I just noticed that BestBuy is selling Compaq DDR Athlons: Compaq Presario Desktop with AMD Athlon™ 1.33GHz Processor Model: 7771 This Compaq desktop is stacked with features that will make you a multimedia maestro. Check out the 256MB DDR SDRAM that speeds operations or the DVD-ROM and CD-RW drives. Monitor sold separately. In Stock - Usually ships in 24-48 hours. Available for pick-up at most stores. ... bestbuy.com -- Carl