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

To: Zeev Hed who wrote (74897)	6/24/2001 5:46:07 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi Zeev Hed; Yes, there is a big difference between those floorless companies and RMBS, as I said, the Rambus story is a long ways away from the final debacle. The only hope left for Rambus is foreign patents, and there are some indications of hope in Italy. I don't know enough about the law to hazard a guess as to what would happen if a US company convicted of fraud in the US tries to obtain money using the fraudulent patent in a foreign country, but there is enough wiggle room for some hope there. As far as Samsung not reducing RDRAM production, of course they aren't. Intel is stuck with RDRAM for the P4 until later this year. The secret to predicting the future in memory is not to examine the current state of things, but instead to examine the designs that are coming down the pike. VIA, ALi, SiS (ServerWorks???) and Intel are designing DDR chipsets for the P4. Why would so many companies (also AMD DDR support from AMD, VIA, ALi, SiS, and NVidia, as well as Transmeta's and VIA's DDR support for their own processors) support DDR and so few companies support RDRAM if RDRAM had a hope in hell? If the design community thought that RDRAM had a prayer, you wouldn't have seen PixelFusion (now ClearSpeed) dump RDRAM, as well as Sun's MAJC apparently cancelled. Instead, Nvidia and Microsoft would be putting RDRAM support into XBox, Nintendo would be putting RDRAM into Dolphin, Apple would be designing in RDRAM instead of their rumored DDR, etc. It's the design community that decides what the next mainstream memory will be, and they've spoken clearly. Did you see this page from Elpida? Elpida touts DDR as the "next-generation memory": elpida.com Along the same line, Toshiba touts their own DDR compatible variant, FCRAM: toshiba.com Samsung has a huge line of DDR DIMMs: Samsung in mass production on 18 varieties of DDR DIMMs and 16 varieties in sample: samsungelectronics.com samsungelectronics.com samsungelectronics.com Samsung providing part numbers on 4 varieties of DDR Micro DIMMs: samsungelectronics.com And Samsung's future generation memories are being prototyped as DDR chips, not RDRAM: Samsung Secures Technology for 4Gb DRAM Samsung Press Release, Feb 09, 2001 ... Samsung selected the 16-bit data input/output structure and integrated the design technology of double data rate (DDR) and single data rate (SDR) chips. ... samsungelectronics.com Sure, Samsung has a lot of RMBS stock that they need to get rid of, and they're willing to send out press releases to help raise the price, but if you look at their site, it's riddled with DDR. Naturally, the situation with the memory makers that aren't making RDRAM is far worse for Rambus than the situation I outlined above. The above is as good as it gets for Rambus. That's all the territory that's left. Every RDRAM supporter, both in chipset and memory, has turned and ran for DDR, in actions if not in words. -- Carl