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

To: Jdaasoc who wrote (75058)	6/28/2001 3:23:26 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Jdassoc; Re those registered DIMMs... Those DDR guys have it completely wrong, regarding registered vs unbuffered. They think that the registered parts are going to be used in the big servers, while the unbuffered parts are going into regular desktops. Little do they know that there isn't a market for the unbuffered parts! Yeah, they're a bunch of idiots, but Jdassoc knows what the truth is, the only product with any volume is going to be the registered. Let's see just how bad off the memory makers are going to be when they discover that the unbuffered parts aren't going to have any volume... Micron has seven registered DDR DIMMs and eight unbuffered DDR DIMMs. What a waste, they could have just designed the registered parts and ignored the infinitesimal market (i.e. mainstream desktop) for the unbuffered: images.micron.com Micron sells DDR DIMMs through Crucial, and they have 10 unbuffered and only 3 registered parts. I should note that totals don't match the above since some parts aren't sold yet, and some data sheets correspond to more than one part: crucial.com Think of all that design effort that Micron wasted! Just goes to show you, those memory makers don't know cr@p about the industry. Certainly they're not bothering to listen to what their customers are asking for! I wonder if there's a secret Rambus fantasy reason for why Micron would be trying to sell unbuffered DDR DIMMs to a public that clearly doesn't want it... Anyway, on to Hyundai, who's not much better. They've got 24 unbuffered DDR DIMM / SODIMM parts, and only 10 registered ones: hynix.com SDRAM&SUB_RAM=Unbuffered DIMM 128Mb based hynix.com SDRAM&SUB_RAM=Unbuffered DIMM 256Mb based hynix.com SDRAM&SUB_RAM=Registered DIMM 128Mb based hynix.com SDRAM&SUB_RAM=Registered DIMM 256Mb based hynix.com SDRAM&SUB_RAM=SO DIMM 128Mb based hynix.com SDRAM&SUB_RAM=SO DIMM 256Mb based Yeah, Hynudai doesn't know what their customers want, they concentrated 2x as much effort on the unbuffered modules as they did on the registered ones! Those companies that sued Rambus are run by idiots! And Infineon is only a little better, though they certainly know how to hire lawyers, they have 4 unbuffered DDR DIMM designs and 5 registered designs: infineon.com infineon.com Samsung has 28 unbuffered DDR DIMM / SODIMM / Micro DIMM designs, and only 10 registered DDR DIMMs. I guess that means that Samsung is trying to fool TeamDDR into the quagmire of supporting unbuffered DIMMs. Yeah Rambus! Fool the opposition with contrary tactics, just like Sun Tzu!!! samsungelectronics.com samsungelectronics.com samsungelectronics.com samsungelectronics.com Elpida, since they're a combination of the smarts of two memory makers, Hitachi and NEC, should know better, but they have 7 unbuffered DDR DIMMs / SODIMMs and 6 registered DDR DIMMs: elpida.com elpida.com I guess Elpida will have the surprise of their life! Toshiba has 8 unbuffered DDR DIMMs, and only 5 registered DDR DIMMs, but I'm a known idiot, maybe I miscounted!!! But if I didn't, I guess Toshiba wasted a lot of time working on unbuffered DDR modules: toshiba.com Nanya is making three kinds of unbuffered DDR DIMMs, and no registered parts at all! I guess the idiots running that company don't have the foresight of Jdassoc!!! nanya.com Mitsubishi, now there's a winner! They only have one unbuffered DDR SODIMM module, but I guess they only have one registered DDR DIMM also: mitsubishichips.com The only company with any smarts is IBM, after all, they were the one that was mostly responsible for developing the registered DDR DIMM! But... (:<) Drat! They have 4 unbuffered DDR DIMMs as well as 4 registered DDR DIMMs! I guess IBM isn't too smart, they wasted half their design efforts on a product that doesn't have a use! www-3.ibm.com www-3.ibm.com But at least IBM isn't in as much of a world of hurt as Mosel-Vitelic! All they have are unbuffered DDR DIMMs, 3 of them! I guess they'll have to conver their lines to making wallets! moselvitelic.com Now that we've gone through the major memory makers, lets take a look at the demand side of the market, the companies that are making chipsets for DDR... -- Carl

To: Jdaasoc who wrote (75058)	6/28/2001 3:24:17 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Jdassoc; About those chipset makers and registered DDR DIMMs... The big one is VIA. What's this??? They have validations for 36 unbuffered DDR DIMM modules and only 14 registered DDR DIMMs? How can that be? Do you suppose that most of the use of VIA's DDR chipsets is with unbuffered memory??? via.com.tw Yeah, DDR is doomed! The unbuffered DIMMs aren't going to be used for anything significant, but AMD only has unbuffered DDR DIMMs on their DDR validation page! amd.com I guess that means AMD has been spending all their time validating parts that aren't going to be used! Better buy some more RMBS leap calls, THIS MEANS DDR IS DOOMED!!! And those leaps are a bargain with the current RMBS price... Heck, Hager was buying the January 2002 62 1/2 calls, and we know how brilliant he is!!! He's got his own website!!! Next is ALi. But if we look at their "validated DDR DIMM list", they list 9 parts. Four are from Nanya and therefore have to be unbuffered. There are 3 from Micron, and we go to look up their part numbers and ... whoa!!! They don't exist, LOL!!! Man, I can't imagine how that happened!!! LOL!!! Oh, I get it, they listed DDR components as well as the modules, and I was looking for the module number. Now I found them. They're all unbuffered. The remaining two modules are from Samsung, and they're also unbuffered!!! I guess ALi doesn't know cr@p about what memory their chipsets work with!!! ali.com.tw The best DDR performance so far is from the new kid on the block, SiS. They have two DDR chipsets about to come out, or just now available, one for Intel the other for AMD. That's funny. Both chipsets support unbuffered DDR DIMMs, but don't seem to have any support for registered DDR DIMMs!!! How could that be! You wonder what kind of idiots are running SiS! Don't they know that Jdassoc has declared that the most important part of the DDR market is going to be the registered portion??? Integrated DRAM Controller 3 unbuffered DIMM of 3.3V SDRAM or 2.5V DDR DRAM sis.com.tw sis.com.tw The Athlon chipset from SiS is the same, "unbuffered" only!!! Integrated DDR SDRAM Controller Up to 3 DIMMs of Unbuffered DDR2100, DDR1600 sis.com.tw I'm telling you, these companies need you! You'd better start putting out some letters straightening these guys out! They could end up implementing all kinds of unbuffered DDR solutions if you don't! I'm sure they're going to listen to you, you have all the technical background for this sort of work! Better get that "save TeamDDR" letter writing campaign started, cause if you don't you're going to let an entire industry go right down the tubes! But in the meantime, if you don't like my chart of unbuffered DDR DIMM prices, why don't you make your own for the (unavailable and little supported) registered parts? -- Carl P.S. Buy some more Rambus.