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

To: tinkershaw who wrote (75177)	6/29/2001 6:33:52 PM
From: Bilow	Respond to of 93625

Hi tinkershaw; By now, the thought has surely crossed your mind that you swallowed a hook instead of a nice morsel. Let's look at the problem from the fish's point of view. There are a bunch of other fish in the ocean. You notice that some of them have nearly invisible strands of mysterious filament coming from their mouths. What is this stuff? Intel has one. Sony has one. Walleye Street broke their line off. Nintendo also has the remains of a line. Sony seems relieved that they got theirs out. ClearSpeed looks like they don't want to ever think about that stuff again. And Intel is working on breaking their line off! Why would Intel want to get rid of such a precious jewel? What do you think this means??? When you took that morsel, you knew that it was the tastiest thing on the planet. It was a miracle, a bloody miracle, that no one had grabbed it before you! How could it be that you could have a chance to have such a tasty morsel for free? It must be because you're brilliant! That's it! You're the smartest fish in the ocean, that's why you saw that lure! Most of the fish must not have seen it, but you're so smart, (best schools and all), that you had the vision to make sure that you got one before everybody else! Funny thing that most of the fish aren't biting. Why would that be? Surely they saw that you took the lure, and surely they could recognize your wisdom. Why aren't they biting too? And how come Intel keeps tugging on that line? What's on the other end of that filament? I know! You hang onto that line long enough and you'll be invited to a big feast! Another thing you notice. A lot of the fish that didn't take the bait seem to be very much aware of the stuff, but just aren't biting. Why would this be? You're new to these waters, but a lot of these old, grizzled fish seem to think that biting down on that morsel wouldn't be a good idea. Must be because they aren't as smart as you. Must be because they don't understand the industry like you do. Heck, you've barely seen anything in this industry, but you're so smart that you understood everything with just a glance! That's right! You're brilliant! All it took was a few hours of research and you knew something that all those fish (including the WallEye) missed! What a fish you are! -- Carl I think the cool thing about you is that in addition to buying the Rambus argument that their technology was the best, you also bought the argument that their patents were good. I know plenty of engineers that knew that RDRAM was dead, but thought that Rambus had a chance with their patents (including myself). And I can understand completely how a lawyer could be misled on the technology, it even fooled Intel management for a while. But you couldn't figure out how they were convicted of fraud and you're a super lawyer, LOL!!! If you can't even figure out the obvious things near your own area of specialty (i.e. the law), how can you imagine that you can figure out the subtle things in areas far from your own? Also, about that PC100 memory... I never intentionally said it was faster than PC800, you'll have to link it in if I mistyped such. I suspect I wrote no such thing, otherwise you'd be quoting me directly.

To: tinkershaw who wrote (75177)	6/29/2001 8:05:58 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: But the fact that someone had the gaul to say that SDRAM100 is "faster" memory than RDRAM... Were you thinking of this post? RDRAM isn't fast memory at all, it's actually slower than SDRAM 133 - what it does is to compress a very wide bus onto relatively few pins. Message 16011167 You'd better go back and read it again. And read some of the documents on Samsung's, Rambus's, and other sites until you understand them. Because the memory in RDRAM memory runs at 100MHZ - so the memory in PC133 SDRAM is faster - and DDR memory is much faster. The benefits and drawbacks of RDRAM all come from the way it collects data from 8 (relatively) slow memory cells, puts in into a packet on the chip itself, then squirts it out at high speed (the 800MHZ part of Rambus). After that, the packet has to be converted back into 8 bits again - which takes a little bit of time. There are good effects and bad effects from this. The good effect is that RDRAM gets the same effective bus width from 32 traces on the motherboard (16 in and 16 out) as SDRAM DDR gets from 128. So if you need more than 64 bits in a row, (the width of SDRAM/DDR busses) RDRAM moves that "high volume" of memory faster - that's bandwidth. But if you just need to know what value is stored at a particular address, then SDRAM/DDR is faster because, well, it's faster. You just don't get as much in each "chunk" read. You have to understand this much, or none of the discussion on Rambus will make any sense. Dan