Hi h0db; Re: "You know, every time you turn insulting, it just sounds desperate."
You really need to take a good look at the pronouncements you've made over the past few years. You just don't have much of a good hit rate on this company. And besides, as far as insulting goes, you've referred to me by an anatomical slang word for anus:
May 27-29, 2000, RMBS at $40.750
...
Personally, I believe that the X-box may never be built.
...
VIA does NOT need a Rambus license to design and build a RDRAM chipset. The license needs to be held by the FOUNDRY. TSMC, UMC, and Winbond ARE ALREADY RAMBUS PARTNERS. The foundry PAYS the ROYALTY. It's all there at www.rambus.com.
... #reply-13788173
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This assumes that DDR-SDRAM work. I'm getting suspicious that the DDR-SDRAM meetings are not already demonstrating production chipsets. IF DDR-SDRAM WAS A SLAM DUNK EASY THING, SOMEBODY WOULD HAVE ALREADY DONE IT. You would have seen a high-end workstation company like SGI, SUN, DEC/APLHA/COMPAQ, INTEGRAPH, or SOMEBODY do it by now. This is not the slamdunk they want you to think it is.
... #reply-13792705
July 27, 2000, RMBS at $66.688
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And RDRAM should cost no more than 50% more than PC133 SDRAM at launch (Sept-Oct) and that delta should decline to 5% over six months. In otherwords, when people see Pentium-4, they should not even think about using anything other than RDRAM in it, from a performance/price perspective.
The other income streams are gravy--PS-2 is a given, and some royalty streams from SDRAM, controllers, DDR, and logic
are likely but will take longer to be realized.
I still think that Rambus is hugely oversold, and that Edelstone's target of $200/share is likely over the next 6-9 months. I'm
holding. #reply-14117049
Dec 21, 2000, RMBS at $35.000
MUST READ! MU, IFX, HYUNDAI ARE DEAD!
... #reply-14992550
January 2, 2001, RMBS at $33.891
I hope someone rubs BILOW's nose in this pile of shit. ... ! I'm getting cynical about any decent revenue stream from DDR royalties other than from Video Cards. #reply-15107924
January 29, 2001, RMBS at $50.875
BestBuy Disappears MicronPCs Again
Maybe I'm paranoid (I KNOW you all think so!) but BestBuy has pulled all MicronPCs again. Just weird. They've also erased any reference to DDR-SDRAM PCs on the site. Not even the "What is DDR-SDRAM" info page they've had for months.
... #reply-15266269 also see #reply-15398002
March 28, 2001, RMBS at $22.090
Still don't believe that DDR is Dead?
Want to know why DDR prices are plunging? Mass production rampup you say, Carl? No, the problems is that Micron is giving it away at production cost (or below, unless you are MicronPC, hehe), and there are no boards out there that anybody wants.
... #reply-15574173 #reply-15574622
April 28, 2001, RMBS at $17.070
... I'm long Rambus and am probably biased. #reply-15730439
April 30, 2001, RMBS at $17.000
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TeamDDR is running into a real wall here. They've got very marginal acceptance by the big PC makers--you can buy a DDR PC online from MicronPC, HP, and Compaq, but you can't buy one in a retail store, and you can't get a managed, enterprise PC.
... #reply-15736959
May 2, 2001, RMBS at $16.400
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Today, you can buy a P-4/RDRAM system from any vendor, from any major brand, at retail stores or from direct sales dealers like Dell, and even MicronPC. You can buy a DDR PC from HP, Compaq, and MicronPC, but only online, and only at a price premium to a comparable P-4 PC.
... #reply-15742453
May 16, 2001, RMBS at $11.060
I laugh everytime Bilow posts his DRAM comparison pricing update, and cheers DDR-SDRAM to parity with PC133. It's like Indians cheering when their population passes China's.
... #reply-15811848
May 25, 2001, RMBS at $12.120
A little background. Dean Kent hates Rambus. ... So when Dean says the following, it means something, IMHO:
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Going out on a bit of a limb, and being sure to state this only as a personal opinion, I believe it is possible that by the end of next year we could see DRDRAM with a fairly significant market share (more than 20%), with all memory makers producing parts, all chipset makers including support in at least one of their chipsets, and AMD making products that utilize it. My reasoning here is that something must replace SDRAM, and DDR seems to be losing momentum right now, Intel is still strongly behind DRDRAM, SDRAM/DDR margins are non-existent, and since Rambus has been brought down to earth the resistance from memory makers has a chance of crumbling.
... #reply-15853254
June 5, 2001, RMBS at $11.090
NIVIDA nForce=act of desperation...
Read something besides marketing. It has two DDR channels--one serves only the
GFX chip.
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TeamDDR is screwed. #reply-15896142
June 8, 2001, RMBS at $12.060
DDR PRICES COLLAPSE
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Tell carl bilow, somebody: PARITY WITH SDRAM MEAN DEATH FOR A MEMORY THAT COSTS 20% MORE TO MAKE AND HAD 5% MARKET SHARE IN THE WORST DOWNTURN IN DRAM INDUSTRY HISTORY. That asshole is just about to have to eat his "DRAM price update" posts, because all he's documenting is the public death of DDR. #reply-15913588
June 13, 2001, RMBS at $11.280
RDRAM Pricing on Pricewatch
RDRAM pricing moves inexorably on pricewatch. PW does list them yet, but there are now 2 pages of 512MB RDRAM modules, if you search for "RDRAM" and "512MB"-- almost twice as many as there are for PC2100 512MB.
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256MB RIMMs are up to 12 pages--more than PC2100 256MB modules.
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128MB RIMMS are up to 13 pages, another all time high.
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#reply-15940577
The above post is particularly humorous because the page figures for 512, 256 and 128MB RDRAM and PC2100 DDR (just one of many speeds of DDR now offered) have turned completely in DDR's favor while the RDRAM page figures have hardly changed from last year:
DDR RDRAM
512MB 17 6
256MB 22 13
128MB 12 12
July 3, 2001, RMBS at $11.020
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It's over, and Intel + Rambus + Dell + Samsung have already won. The anal-ysts just don't understand it yet.
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Because that is exactly where the P-4 is going to be, with RDRAM delivering more memory bandwidth, at less latency, with fewer pins, than any other commodity memory technology. Period.
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#reply-16025056
It's pretty obvious that Rambus (now at $7.25) has been expensive for you. Good thing that the class action lawyers are out there to help you recover damages.
-- Carl |
