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

To: cordob who wrote (76683)	8/3/2001 8:09:59 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi cordob; I have no idea who has the leading chipsets for HDTV. However, this really doesn't matter much. First, I've already shown that Panasonic has SDRAM solutions for HDTV. Second, I've been unable to find (non obsolete) Panasonic solutions for HDTV that use RDRAM. You have to remember one thing when you read a Rambus press release, and that is that they stretch the truth to the point that they break it. That's how they got convicted of fraud. It's also how they burned Intel with the RSL design (which was supposed to allow 4 RIMMs, but only works with 2). They don't make lies up out of whole cloth, instead, they exaggerate like hell. They'll only lie when they don't think that they can get caught. Rambus is the "Clinton" of the tech industry. So Panasonic probably did use RDRAM for an HDTV system. There was a time when RDRAM looked to be the next standard memory type, and so starting such a project would have been natural back in 1998 or early 1999. When the project finally completed in late 2000, Panasonic ended up with working prototypes, and this is the event that Rambus called "shipping". Believe me, if this were a significant product shipping in significant volumes you'd be hearing more about it from Rambus. Take a good look at the "where to buy" page at Rambus, and examine the differences between the announcement of the Panasonic product and the other products: rambus.com Did you notice that the Panasonic products don't show any part numbers? Links to resellers? It's not unlikely that Panasonic has an RDRAM based HDTV system for sale, but as I've shown, they also have access to SDRAM based systems. *Without Rambus identifying which Panasonic products use RDRAM, there is no way of calculating the significance of the design win.* If it was significant, then we'd be given more information about it. -- Carl