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

To: techreports who wrote (75898)	7/18/2001 11:07:46 AM
From: Skeeter Bug	Respond to of 93625

>>I'm not basing my investment off what Samsung says. If you are telling me not to trust what Samsung says, then why should i believe what DDR supports say (Micron, ect..?)<< you shouldn't believe any of these hacks. however, you should understand the underlying economics. 1. cash burning companies don't stay in business burning more cash. the dram guys don't want to burn more cash on rmbs and ntheir expensive design. period. 2. computer mfrs are facing the HEAT. they KNOW not to burn 10-20% of their profit on rmbs and their expensive design. 3. customers are overwhelmed with the CURRENT performance of pcs and that is why they have migrated to the LOW END - they AREN'T WILLING TO PAY TOP DOLLAR FOR A 2-3% PERFORMANCE INCREASE. the writing is on the wall. nobody needs to tell you a thing. look at the self interest of the decision makers - customers, pc clampers and dramurai - and you will see where they will lead the market.

To: techreports who wrote (75898)	7/18/2001 4:48:13 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi techreports; Thanks for the polite reply. Re: "Do you understand that Intel sells nearly 80% of the world's CPUs? I think (if they wanted) they could easily get RDRAM volume in mass production." (1) CPUs don't connect to memory, except for integrated CPUs. What uses memory is chipsets, and Intel has less than 50% of the world's chipset market. (2) PCs are not the entire world's usage for memory. I think the figure is something like 75%. (3) Intel's RDRAM chipsets are only a portion of Intel's chipsets. (4) Intel tried to get RDRAM into mass production 2 years ago and failed. Where's Timna? Where's the replacement for Timna? The i820 has largely been superceded by the i815. Where's Intel's cheap, single channel solution using RDRAM? It's been known that Intel gave up on pushing RDRAM into the mainstream and cheap market since this time last year. (5) Intel's supporting DDR. What Intel wants, Intel gets. Re: "btw, that's great all those companies support DDR, but when i checked out Dell's, Gateway's, IBM's, Compaq's, and Hp's website only one of the major boxmakers sold computers with DDR and that was HP. I could be wrong, but i didn't see any computers offered by the other box makers with DDR. Please correct me if i'm wrong, but that doesn't look like much industry support to me." (1) Compaq sells a retail DDR based computer. I believe the number for it is 7110us. Do a search on this thread for "compaq". Basically, they are advertising it as SDRAM instead of DDR SDRAM. (A lot of companies are doing this, since DDR is only a small modification of SDRAM.) Click on the "retail" button in the Presario 7000 section. Choose the 7110us' "More Info" button and click to see the detailed specifications. It comes with 256MB of DDR SDRAM: athome.compaq.com (2) As noted above, you're only looking at a small portion of the DRAM market. Huge amounts of DRAM go into products where you never even know it's there. Remember those LCD panels from EIZO that Rambus noted used RDRAM? If they'd used DDR or SDRAM, nobody would have put out a press release. The same for the disk drive makers. DRAM is all over the place. (3) Your observations are looking into the past, not necessarily a good indicator for the future. You know that AMD has only a small portion of the CPU market, and yet despite that, AMD was able to put DDR systems on the market. Now Intel is going to support the stuff next year, and the Taiwanese are going to try and support it this year. -- Carl P.S. It's now out that Intel is going to put out an SDRAM mobile chipset for the P4. Why aren't they putting out a mobile chipset for RDRAM on the P4?