Technology Stocks | Rambus (RMBS) - Eagle or Penguin


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To: richard surckla who wrote (48661)8/2/2000 12:07:29 AM
From: Ali Chen   of 93582
 
Richard, <don't post to me unless it's to retract your "scam" lies against Rambus. EOM>

What is your problem here, Richard surckla?
It is my opinion too that Rambus has patented something
that never worked in reality, and is just lucky that
some vague phrases in their awkward descriptions turn
out to be collinear with JEDEC early ideas and their
current industrial implementations. It is obvious
from the patent descriptions that Rambus never meant
what they claim now, and the long chain of twisted
"continuations" and "abandoned applications"
is a proof to me. Therefore I agree with Daniel's
opinion that the current court tactics of Rambus
is a scam. And a scam can be successful for a time,
you know this. I also think you are trying to raise your
voice against free speech here, which is fairly
stupid on your part.

I think you need to calm down and simply accept
your losses from unlucky gambling with an unreliable
stock. Opinions of a few men cannot change the
poor reality of Rambus.

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To: Jdaasoc who wrote (48642)8/2/2000 12:39:09 AM
From: Ali Chen   of 93582
 
<Can you honestly state that there is a not a difference in disk transfer with ATA-66 vs ATA-100 interfaces with an ATA-100 hard drive.>

Yes, I can. There is no difference for this
particular benchmark:

ixbt-labs.com 

"However, we also wanted to take a look at the influence of ATA/100 interface on the overall system performance and hence tested our systems with Content Creation Winstone2000. the results turned out practically the same for all interfaces. The largest difference mad only 0.1 point.."

Therefore your last hope for possible DRDRAM
performance advantage is gone. Sorry.

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To: jim kelley who wrote (48646)8/2/2000 12:45:20 AM
From: NightOwl   of 93582
 
Jim, Jim, Jim,

Didn't you read that Grossman EXPOSE on the historic works of the mysterious NightOwl? Don't you believe in the value of competition?

Well make no mistake, as far as I'm concerned its a necessary prerequisite to life itself. RMTR - if it ever amounts to anything at all - will owe its success to the competitive fires that INTC stirred up with this DRDRAMenstein Monster.

I have absolutely no doubt whatsoever that if RAMBus disappeared from the pages of history tomorrow the entire space time continuum would fold in on itself and leave us anxiously awaiting the role out of PC133 in the second quarter of 2002.

And were it not for the competition from AMD and Transmeta, the Power PC, Alpha and every other CPU maker would have long since caved to INTC's declaration of RAMBus For All. Then we'd be posting these notes from inside refrigerators while popping iodine tablets to ward off heat prostration and incidental radiation burns.

Hasn't anyone told you what RIMM stands for? ..."Radiation Illness Mostly Minor"

That's right. If you don't believe me, just try picking up one of those babies. But be sure you bend at the knees or you'll come away minus a few discs. That lead shielding weighs a ton. :8)

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To: SBHX who wrote (48669)8/2/2000 1:03:38 AM
From: NightOwl   of 93582
 
SbH
- he who sits on the fence gets ignored or pelted with eggs.
- I prefer mine scrambled and well done please.


That's right SbH!

Just take all those years of much higher education; that clear and certain knowledge that DRDRAM is El Stinko; and let Mom & Pop do the heavy lifting!

Churchill must be rolling over on his bottle. :8)

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To: Ali Chen who wrote (48672)8/2/2000 1:05:20 AM
From: Bilow   of 93582
 
Hi Ali Chen; If they meant 128Mbit instead of Mbyte, then the quantities shipped gets divided by 8. That still leaves total shipments of RDRAM for the year of about $32 billion. But the whole DRAM industry is only about $30 billion in 2000. This means that they have to have another factor of 10 or so off.

I'm thinking that they must have been talking about $ shipped rather than Mbytes shipped. That would be about right, I think.

-- Carl

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To: NightOwl who wrote (48676)8/2/2000 1:10:02 AM
From: Bilow   of 93582
 
Hi NightOwl; That's a hard post to follow...

But if Rambus wasn't around, the industry would have built DDR as a niche memory for the graphics guys a year or so before they did. The overall effect of Rambus was to slow the industry down, up to now.

The overall effect in the future will be to speed the industry up, but only because Rambus forced the purchase of a lot of expensive test equipment and also forced improvements in manufacturing controls. Now those improvements will pave the easy way for DDR to ramp its clock rather quickly.

-- Carl

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To: Bilow who wrote (48650)8/2/2000 1:14:46 AM
From: NightOwl   of 93582
 
Oh sure!

First I get relegated to the ranks of Mom & Pop NumbNut. Then I get my butt compared to some excellon drill tape thing. And NOW...!

I get to run off and do YOUR secretarial work rummaging around in Tom's Hardware! What could I have POSSIBLY done to deserve this?!!

...Lord, the things I put up with for the sake of this conspiracy...

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P.S. I'm going. But if I come back with a German accent its YOUR fault!

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To: Bilow who wrote (48679)8/2/2000 1:26:13 AM
From: NightOwl   of 93582
 
Carl,

Now this one is going to take some explaining. I reeeeeally don't get this. DDR two years ago for graphics without DRDRAM?

Why it sounds like some of Brian's revisionist history! How can this possibly be. ...Although it does in fact fit our conspiratorial brief quite well...

But we must do everything we can to salvage the competitive foundation on which I am perched with that DDR2 Balloting at JEDEC. :8)

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To: gnuman who wrote (48615)8/2/2000 1:40:12 AM
From: Dave B   of 93582
 
Gene,

Re: the "valid data" windows.

I received the following e-mail from a non-SI member (a techie type) to respond to your estimates for the RDRAM vs DDR windows...

--------------------

Although he thinks he's pointing out a benefit of DDR, actually what he's [Gene's] doing is demonstrating pretty conclusively why Rambus is a more robust technology.

In the Samsung presentation he references, they say that by going to a new package, they can widen the valid data window to 500 ps, then he takes a guess that the RDRAM data valid window must be around 100 ps.

Two observations - first, the new package Samsung is referencing is a CSP - the same used to package RDRAM today, and that the DDR proponents insist is not cost effective.

Second, if you look at the RDRAM data sheet, you'll see that the data valid window at 800 MHz is 630 ps, and at 1066 MHz it is 460 ps. Or if you look at percentages, the valid data window for DDR is 500/5000 (200 MHz) or 10%, while the corresponding percentage for RDRAM is 630/1250 = 50% at 800 MHz and 460/938 = 50% at 1066 MHz.

Of course the argument will be made that if RDRAM can have 50% data valid window, then so can DDR. That's true, if they choose to implement more RDRAM technology in DDR. Already they've used differential clocks, small swing signals, and transmit DLL's. They could add receive DLL's, output driver calibration, matched impedence drivers - any number of things that are available from the Rambus patent portfolio that they seem to think they have free and unfettered access to. And, incidently, these are the same things that JEDEC is talking about incorporating into DDR-II.

Desi Rhoden says that JEDEC uses "Just in time technology" where new technology is only added after it is developed, proven, and needed by the customer. One could interpret this to mean after the pioneers have poured years of research and 100's of millions of dollars into finding the best solutions, and educating the marketplace on the benefits. After the customers recognize the benefits and wake up JEDEC, Desi thinks JEDEC can just step in and use this same technology as they see fit?

--------------

If you have any questions, just respond to this and we'll see if another e-mail comes through.

Have a good evening,

Dave

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To: NightOwl who wrote (48673)8/2/2000 1:48:50 AM
From: Brian1970   of 93582
 
WHAT PART OF

"What kind of problem are we having here? Language barriers? Cultural isolation? Multiprocessing Error? Stunted growth rates? Historical
determinism? You are what you eat? Anti competitive communist hold overs?"

1. What kind of problem are you having? (a) I understand the King's (and President's) English perfectly. (b) Cultural isolation unlikely. (c)
Multiprocessing error? Since I'm not silicon-based, I don't understand that remark. (d) Stunted growth rates? I would think that as an individual, I
would have a growth rate, not rates. (e) Historical determinism? Dusting off those sophomore year poli sci books again, are you? (f) You are what
you eat? What does that refer to? An old post of mine, or some way way way inside joke that you share with yourself? (g) Anti competitive
communist hold overs? That one, while seemingly impressive at first blush, leaves me scratching my head. Does this ask if I approve of antitrust
violations, anti-democratic brands of government? What is a "hold over?" Is that a holdover?

What I did not understand about your post, aside from everything, was specifically the following:

"As far as Sony is concerned I wish them and their Home Entertainment Network System thingys all the luck in the world because they are going to
need it." Are you referring to the Playstation 2? Why are they going to need luck?

"This wouldn't of course be the case if INTC/RMBS had had free reign in the market place and didn't have to contend with AMD, JEDEC, AMI, and
ADT. But for them we would now be experiencing a significant brain drain in this country as thousands of EEs took the easy way out and leaped to
their deaths from the Golden Gate bridge rather than try to make the future of IS run on this RAMbus Line." Is this a convoluted way of saying that
engineers would rather die than be associated with Rambus' technology? A provocative statement, but nonsensical.

"Somebody ought to take up a collection to produce a monument to the loyal opposition who stood up and insisted on telling Emperor Intel to put on
some clothes. God bless 'em all." While I certainly understand the allusion to the well-known fable, I don't understand your point. Who are the "loyal
opposition?" What are FUD-spreading shorters loyal to, besides their own pocketbooks? Are they loyal to some higher "ideal" or dream of seeing
Rambus fail?

DON'T YOU UNDERSTAND?

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