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


To: tinkershaw who wrote (75122)6/28/2001 11:07:08 PM
From: Bilow  Read Replies (2) | Respond to of 93625
 
Hi tinkershaw; Re: "Yes, Intel has one, ONE DDR based desktop chip on its road map; Intel has stated repeatedly that it is only there if the price parity between DDR and RDRAM doesn't appear in a timely enough fashion. So this DDR chip is not even a sure thing to be released. But if it is, then this will be DDR's big chance, maybe its only chance with Intel on the desktop. It had better succeed big time or DDR and Intel on the desktop are dead."

1st, Intel only needs one DDR desktop chipset. The current desktop chipset they have for SDRAM is the i815. All Intel needs is one.

But, Intel has arranged that if their DDR desktop chip doesn't make it, there will be some alternatives:

ALi M1741
ALi M1681
ALi M1671
SiS 645
SiS 650
VIA P4X-266
VIA P4M-266


Note that each of the above is a distinct northbridge. In order to keep DDR out of the P-4, in addition to Intel screwing up their 845B, all seven of the above chips would also have to fail. BWAHAHAHAHAHA!!! Yeah right.

Let's review a little history.

Intel didn't think PC133 would be a good idea for the P-III. They thought that PC100 was good enough, and then PC800 (Rambus). But just one chipset, from VIA, provided support for PC133 to the P-III, and that chipset took so much market share from Intel that Intel was forced to follow their tiny competitor into the PC133 market. Eventually Intel came up with i815.

Losing that market share to VIA was stupid, and Intel doesn't intend on doing it again. Now, there are 7 candidates up to take that chipset market share away from Intel. I would bet that Intel is pretty intent on getting the 845B to work.

And if Intel fails to get the 845B out on time? All that will happen is that one or more of the above 7 chips will ruin Intel's market share for P-4 chipsets. And then Intel will eventually show up late to the market with the 845B, just like they did with the i815. Intel being late won't stop the DDR roll out for Intel's P-4. It's all but inevitable now. Why do you think that every single memory maker has unbuffered DDR now? Remember that the only DDR that's good for servers is the registered stuff, the unbuffered is designed for desktops. (See #reply-16008910 for all the links.)

In order for RDRAM to remain on the desktop, Rambus longs have to pray that all eight of these chipsets don't work. And that Nvidia doesn't come up with a P-4 license. And that ServerWorks' DDR chipsets can't be converted to desktop use. And that Intel's Plumas DDR server chipset can't be easily modified for a desktop version. And that neither can IBM's Summit chipset.

Remember, you've got a lot of engineers working at a lot of companies to get DDR on the desktop. The savings of replacing RDRAM memory with DDR is on all those machines is tremendous, and that kind of attraction will make companies put out extreme effort.

Hey, I have no doubt that of these 8 announced (God knows how many are still secret) P-4 DDR chipsets some of them are going to be cancelled before they are done. It's a very competitive industry, and this is what always happens. And when one or two of them are canned, the longs will have a little party. But their only hope is to have all of them go away. Not much of a chance of that.

And if all 8 did fail, then what? No one has started any RDRAM designs for 18 months. That's why there are no RDRAM chipsets announced from anyone other than Intel. That's why Nintendo, PixelFusion and Sun removed RDRAM from their plans. That's why Microsoft went with DDR.

For 18 months, memory designers have known for a certainty that (1) DDR would be available, and (2) that DDR would be cheaper than RDRAM. This is not to say that memory designers knew that RDRAM would stay expensive, just that they knew that DDR and SDRAM would remain considerably (i.e. 25 or 33%) cheaper. Given these facts, every designer went with DDR in order to avoid ending up with a COGS that was saddled with RDRAM.

If designers had known for a fact a year ago, that RDRAM would be as cheap as it is now, then, in the absence of the knowledge that SDRAM would be even cheaper, they likely would have started RDRAM designs. But the fact is that no one knew this. All we knew was that DDR and SDRAM would be cheaper than RDRAM, and that is exactly what has happened. But that was enough to swing the designs over to DDR and SDRAM. (Now do you know why I was willing to bet people that DDR was going to be cheaper than RDRAM?)

Engineers get points for being safe, not for betting the future of a product on a price crash. The memory makers (even Samsung, Toshiba & NEC)) repeatedly told us that they were going to keep DDR and SDRAM cheaper than RDRAM, and that is exactly what they did. You could have read all about it in the trade press, but oh yeah, you losers believe that everything in the trade press is intended to make Rambus look bad, LOL!!!

Answer the question: "Why didn't anyone besides Intel decide to use RDRAM?" In other words, why didn't VIA, AMD, SiS, Serverworks, ALi, IBM, Nvidia, ATI, PMCS, Apple, etc., use RDRAM? Why did Intel decide to use DDR?

-- Carl



To: tinkershaw who wrote (75122)6/29/2001 1:23:08 AM
From: Skeeter Bug  Respond to of 93625
 
>>You took a misinterpretation of a civil lawsuit and directly called Rambus criminal,<<

ok, i didn't use the term in a technical legal sense. you are correct there. nobody is going to jail. however, there is no getting around that rmbs perpetrated a fraud. get caught up in definitions if that suits your agenda.

>>combined a two year old out-of-context quote from Barrett which has no real supporting evidence from Intel's real world actions,<<

ok, so now you are backing away from the "no change" position, huh? now it is no real evidence. intel going with a ddr chipset is real world evidence. you just choose to ignore it. yes, intel was FORCED into this decision by market forces out of its control.

>>and concluded it with a quote from Infineon's lead trial attorney.<<

tinkershaw, why do you mislead. i concluded with..

>>Crisp answered, "In some cases that was true."<<

'nuff said...<<

crisp is associated with rmbs, he is not the infineon lawyer. why do you twist the facts so? let's go over it one more time...

a qustion asked by an infineon attorney...

"What you did," Infineon lawyer John Desmarais asked Crisp on the stand, "was work on new claims for the Rambus pending patent applications, and your intent was to make them broad enough that they would cover an SDRAM using the features that you had seen at prior meetings. Isn't that a fact?"

and the answer...

Crisp answered, "In some cases that was true."

ok, how is that implying anything about the infineon attorneys? the only facts given here are by the rmbs witness! the attorney GIVES NO INFORMATION! the rmbs witnes does.

information you obviously don't like.



To: tinkershaw who wrote (75122)6/29/2001 2:33:18 AM
From: NightOwl  Read Replies (1) | Respond to of 93625
 
if you don't know the difference between criminal fraud and civil fraud it is far beyond me to explain the difference. They are not the same thing at all. With your logic every single time someone loses a civil suit and has to pay damages they are being punished for their "crime." This is not the case whatsoever. Many criminal categories are also civil categories. Just because they share the same name does not make it a criminal act.

Come on now Tinker.

I know that a good Magician never divulges his secrets and several wars had to be fought with countless lives sacrificed to get a peek inside the KGB, but isn't this carrying things a tad too far? I mean really now. Are the readers of this thread too dense to understand the difference between the two frauds? ...Don't answer that!<Hoo Hooo>

Best I can tell there is absolutely No difference between an "act" of Criminal Fraud and an act of Civil Fraud, ... at least not in Virginia, or any where else that I can tell. See Virginia Natural Gas Co. v. Hamilton, 249 Va. 449, 457 S.E.2d 17 (1995); or read three pages discussing the reason for the lack of criminal fraud prosecutions at kpjlaw.com .

To the extent that there is any real difference between the two it can only be seen in the different burden of proof standards applied (beyond a reasonable doubt v. clear and convincing) and the penalties imposed for their commission. For a corporate defendant neither of these differences is significant in so far as their conduct is concerned.

To be sure you can probably find authors who go on about the different "intent" required of a criminal case compared to a civil matter. But you and I both know this is just more slight of "legal" hand to keep the "lay" EE's in the dark.<vbg> Both "acts" of fraud require "intent" to do wrong. The real difference is purely a "performing arts" problem. If a prosecutor can convince a jury that the perp is the Spawn of Satan, he'll bring a criminal case. But it requires a lot of effort and related risks that they are funded or prone to accept.

And don't be too quick to presume that RMBS won't be in a criminal docket before its all over. The FTC is still looking, and the PTO may have some "interest" in pursuing criminal charges at DOJ as well. Micron will have their say before those shoes drop I suspect.

But check out the *.PDF above. It is but the tip of the Justice Systems iceberg. You'll find it "instructive."<vbg>

0|0



To: tinkershaw who wrote (75122)1/4/2002 9:46:06 PM
From: Bilow  Respond to of 93625
 
Hi tinkershaw; It's been quite some time (August) since you posted to SI publicly. Given your disastrous support of Rambus I'm not surprised that you're keeping your head low. You obviously don't have any money left (following Hager can be expensive), and your previous comments have been nothing but an embarassment. For instance, this classic from just 6 months ago:

tinkershaw, June 28, 2001
...
the DDR version of the 845 had best just kill Rambus in the marketplace, otherwise it is likely to be the last Intel desktop chip that utilizes DDR. Only some desperate success like this with the DDR 845 will get Intel to change to a more DDR centric vision of the desktop. That is objective fact from the evidence we have.
...
And Yes, Intel has one, ONE DDR based desktop chip on its road map; Intel has stated repeatedly that it is only there if the price parity between DDR and RDRAM doesn't appear in a timely enough fashion. So this DDR chip is not even a sure thing to be released. But if it is, then this will be DDR's big chance, maybe its only chance with Intel on the desktop. It had better succeed big time or DDR and Intel on the desktop are dead. DDR will have to rely on AMD and VIA to become mainstream. Possible, but certainly not the best horses to accomplish this task.
...
" #reply-16010650

By the way, how many DDR chipsets does Intel have on their roadmaps now? Eleven?

Intel's DDR chipsets:
845B Brookdale DDR
845E Brookdale-E
845G Brookdale-G
845GL Brookdale-GL
??? Placer
??? Granite Bay
??? Springdale (DDR-II+)
??? Springdale-G (DDR-II+)
??? Plumas
??? Plumas 533
??? Plumas LE

users.erols.com

No need to reply, just me saying "Loser!!! BWAHAHAHAHAHA!!!"

-- Carl