Hi cellhigh; Re: "then you can explain why samsung would waste time,money moving quickly to .12 for q2"
Intel and Sony made the mistake of designing RDRAM into some products. During the lifetime of those products, there will be a small market for RDRAM chips. Because the market is small, it is a niche market and the prices are high. Samsung can make money filling that niche. The reason that Samsung is reducing their chip size is so that they can make the required chips with less silicon, and therefore make more money.
But before you conclude from this that RDRAM is the memory of the future, you should look at what the industry as a whole is doing. Well, that's probably beyond your abilities, so why don't you just look at what Samsung is doing in DDR:
"Samsung is also the leader in the DDR memory market and was the only company to publicly demonstrate DDR modules operating with multiple chipsets at the Platform 2001 conference in January this year. Samsung has its entire range of DDR modules comprising 64Mb, 128Mb and 256Mb modules in both PC2100 and PC1600 speeds fully validated. Samsung has more DDR modules validated than the rest of the industry combined. At the recent DDR Summit II in Taipei, Taiwan, this February, Samsung confirmed its leadership in the DDR memory arena by announcing it had developed fully-working prototypes of the next generation DDR-II DRAM."
google.com
Those 4Gbit prototype chips that Samsung had back in February were DDR prototypes, not RDRAM prototypes. And note that Samsung has DDR-II "fully-functional prototypes" working, (as does IBM, Infineon, and two other memory makers if I remember correctly).
The PS/2 will use RDRAM chips for a couple more years, but the P4 looks to be converted to DDR by around 12 or 18 months from now. Take a look at the number of DDR chipsets under development for the P4, and compare it to the number of RDRAM chipsets:
users.erols.com
Here's Matrox saying that they plan to use DDR-II next year: #reply-16288770 VIA announcing support for DDR-II: #reply-16106555 There are a few companies that are announced to be using RDRAM for new products, but the numbers are swamped by DDR announcements. Also see: #reply-16077431 #reply-15420781
Re: "you are wrong wrong wrong,you cant point to the stk price as all tech has been laid to waste."
I haven't been pointing to the stock price. Heck, the stock price right now is very high compared to what I think would be a fair price for the 'bus. I expect the company to be delisted within a few years. As far as me being wrong, funny that you haven't provided any links. Here, I'll help you with some:
June 2000: Bilow predicts that DDR will be "widely avaiable" in 1Q01: #reply-13831747
June 2000: Bilow predicts that RMBS will has "a few good months trading left in it": #reply-13839382
July 2000: Bilow predicts that DDR is next mainstream memory, then DDR-II, then SOC and embedded over next 8 years: #reply-14132868
August 2000: Bilow gloats when Dataquest gives up on RDRAM being the memory of the future, just as Bilow had predicted between late 1999 and then: #reply-14141872
September 2000: Bilow predicts that DDR will be expensive at first, then drop in premium, exactly as happened: #reply-14379602
October 2000: Bilow notes that Comdex will convince many that RDRAM is dead and Rambus will have to rely on SDRAM and DDR royalties: #reply-14585863
November 2000: Bilow calls a local bottom on RMBS: #reply-14705938
14705938
February 2001: Bilow notes royalty lawsuits going badly for Rambus: #reply-15398287
March 2001: Bilow bets The Prophet that DDR is going to drop in price to near SDRAM, while RDRAM will remain much higher, just exactly as has happened: #reply-15563086 The really funny thing about this one is that the losers who were predicting that RDRAM was going to be cheap, now hold out that the fact that RDRAM is still so much more pricey than DDR is an indication that RDRAM won, LOL!!!
March 16, 2001: Bilow notes that a loss has not yet been priced into RMBS, predicts class action lawsuits: #reply-15517970
March 17, 2001: Bilow predicts that the Infineon trial is now about damages, (how much will Rambus owe), not about whether or not there is any infringement. Of course the trial fell out exactly as I predicted with Rambus saddled with massive damages: #reply-15521358
June 2001: Bilow notes that rumors of Rambus owning a "fix" for DDR are completely bogus: #reply-15893461
June 2001: Bilow shows that Rambus' accounts receivables aren't a problem, as was borne out by Rambus statements soon after: #reply-16070055
Okay. Now I've showed you some of my predictions that have come true, why don't you show me your predictions on Rambus that have come true?
cellhigh posts on Rambus:
May 7, 2000, RMBS was at $47.691 (split adjusted):
"ok i'll get this one.the facts are bilow says rmbs is doomed,Zeev's turnips say you can buy rmbs in the 120's. CELLHIGH SAYS BUY AND HOLD FOR 1 YEAR.. i dont have the time to get tekie here,read back like i did when i wanted an answer...then you will find what you're looking for. cell" #reply-13617801
August 30, 2000, RMBS at $76.188
"folk's lets not forget rmbs ran to $481 without a hint of ddr dram or sdram royalties.dont take your eye off the ball.we lie quite a bit below that..fear is in the air.kind of like 3 weeks ago when we hit 62,look what happened ...if you took your eye off the ball...rizz" #reply-14304147
August 30, 2000
November 2, 2000, RMBS at $50.625
"i guess im spoiled a bit expecting outperformance..in light of recent events." #reply-14713507
December 2, 2000, RMBS at $43.438
"ive been a holder for 2 yrs and these chances dry up quick,ive tripled my position here...rizz" #reply-14930970
December 24, 2000, RMBS at $39.938
"also we are up quite alot this year not withstanding bilows bull." #reply-15078654
January 12, 2001, RMBS at $44.938
"... currently holding rmbs ..." #reply-15176973
January 27, 2001, RMBS at $49.125
"blake,anyone who listens to dan3 deserves what they get.he's obviously clueless,or just a short." #reply-15257307
February 8, 2001, RMBS at $42.313
"Jdaasoc,do you remember your samsung find?whay do you make of this. hyundai rambus/ddr ... it wasnt long after samsung published samsung rambus/ddr until they signed." #reply-15318687
March 16, 2001, RMBS at $15.800
"Nothing I hate more than pricing in a loss before the damn trial begins.Thats the street for ya." #reply-15516148 (BWAHAHAHAHAHA!!!)
May 10, 2001, RMBS at $11.760
"yes risk reward here is quite compelling..yet we need a push of some sort,i for one had to do take advantage.rdram alone speaking.." #reply-15781559
June 29, 2001, RMBS at $12.310
"A big hand for the rmbs action today ... My guess bilow post count should be down for a bit. Green light imho. I myself doubled this week. Seems risk reward is out of balance on the cheap side." #reply-16015985
July 31, 2001, RMBS at $7.840
"Sure would be nice to have that fraud cloud lifted!I'll bet that would have a nice positive impact on our heartbreaker." #reply-16148995
August 21, 2001, RMBS at $5.770
"bilows work here is done..what a dream that got creamed." #reply-16241572
I feel your pain. It makes me giggle. Now go get a job, and quit dreaming of being a stock picking expert, or an expert on memory. The record suggests you're a loser.
-- Carl
P.S. LOL!!! BWAHAHAHAHAHA!!! |
