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

To: gnuman who wrote (75509)	7/10/2001 10:32:19 AM
From: richard surckla	Read Replies (2) \| Respond to of 93625

Buy your Pentium 4 from DELL... only $799. dell.com

To: gnuman who wrote (75509)	7/11/2001 1:58:32 AM
From: NightOwl	Read Replies (1) \| Respond to of 93625

I asked: Can you tell us which of these "Desk Top segments" is best served by the RMBS platform as opposed to the DDR platform? From the customer's perspective, i.e., forgetting INTC's marketing needs, I don't see it. If the quote from INTC is both accurate and honest, customers will be voting with their feet and departing the Bus. GP Answered: In the "Performance" segment there shouldn't be any doubt that dual channel DRDRAM will outperform single channel DDR. And whether for technology or marketing reasons, Intel's support for DDR200 only will exacerbate the differences. GP I appreciate your reply but, alas we seem to be having two different conversations. If I were a "Performance Segmentee" examining the comparative benefits of the RMBS platform to the DDR platform why would I compare dual channel X and single channel Y? I take it your reply is colored by what you perceive as being available in the market. My question on the other hand is simply seeking a comparison of the technologies. Similarly on the i4 you say: If it lowers DRDRAM production costs while providing better performance than DDR, why can't you see a position for that solution? And we still don't know what the new 4i chipset look's like. There may be some surprises. I can only say that I am already "surprised." I must have missed the news but I haven't seen anything to indicate anyone was working on an i4 chipset and I know I haven't seen any specs on i4 performance numbers. It seems to me that if one is able to consider the i4 chipset as an actual "product" at this point, he could certainly have no difficulty accepting the reality of dual channel DDR. As to the segmentation thing we will have to agree to disagree in our respective viewpoints. If I were AMD or INTC I could accept your categories of "segmentation" in general. But as a consumer I will always "see" far fewer "segments" than their marketing folks would try to make me accept. From my perspective, a "segment" is simply a mfg's attempt to match his product line up to the desires of large numbers of consumers. That "problem" doesn't effect my end of the street. It literally doesn't exist here. All I have is performance and price considerations. Will it do what I want for the price I am willing to pay. For me a "segment" has significance, i.e. reality, only if my purchase of it will require me to use the product differently, change the results obtained by use of the product in some material way, or prevent me from using the product for some material purpose. You can sell me on a Formula I racer being a different market "segment" as compared to a HumVee. But from my perspective we have long since waived good-bye to the day when there was any material difference between a Ford, Chevy, Honda, etc... Which no doubt explains the hundreds of millions in wasted advertising/sales overhead built into the price of the latter in comparison to those first two "specialty" vehicles. 0\|0

To: gnuman who wrote (75509)	11/29/2001 9:47:39 PM
From: Bilow	Respond to of 93625

Hi Gene Parrott; Back on July 10, 2001 you wrote: In the "Performance" segment there shouldn't be any doubt that dual channel DRDRAM will outperform single channel DDR. And whether for technology or marketing reasons, Intel's support for DDR200 only will exacerbate the differences. #reply-16052632 Now it's clear that Intel will support at least DDR266, and that the other chipset makers have already gone to DDR333 for the P4. Are you still sure that there is no doubt that "dual channel RDRAM will outperform single channel DDR"? I'm not intending to rub your nose in anything, just wondering if you've changed your mind on this. -- Carl