I am just back from IDF, and had long talks with Louis Burns (Desktop VP) and Jim Pappas (Infiniband Guru).

Intel is still supporting RDRAM. That is clear.

It's just that the passion wasn't there any more.

I don't know how to express this, and don't know whether it means a great deal, but I definitely got the impression that Intel is looking at other memory technologies to supercede DDR. This isn't inside info, and it's been written up so many times that it's probably redundant for me to comment on it.

I'll wait for the Yellowstone announcement and see what that is, and what it bodes, but to be frank, I will sell on any upswing. I am well underwater with RMBS, and that isn't a great place to be.

I know that RMBS is likely to shoot up as soon as I sell, but I am just very concerned that the nirvana that we all want (RDRAM top to bottom on Intel's roadmap), isn't ever going to happen.

It was fun, I enjoy this board a lot, and there are a bunch of you who are on my fave fools list. I'll hang around here to watch nilocp eat his bug when Intel launch Brookdale with DDR (Q1 2002), and contribute what I can, but the dreams of an early retirement funded by RMBS stock are over for me.

All the best,

Will

thanks for your insights from the IDF, what we need to hear.

But what did you hear that made you think INTEL would use DDR/SDRAM" instead of RDRAM? As I mentioned, the main driver would for INTEL to continue to use RDRAM would be the performance gains, ramp up capability that would enhance the performance of INTELs processors rather than inhibit it (as SDRAM/DDR would do). But the main reason INTEL would do so is to be better than the competition. Guess its possible that now that they have AMD by the short hairs in terms of processor speeds, they can match the memory used ie, SDRAM and still be better... But that doesn't make sense because the price differential isn't that much for the memorys, although one has to consider the rest of the internal differences that do drive price differentials.

But again, so they weren't all that enthusiastic, but WHY?? Or is that they are just getting tired of fighting the BS from the press and wall street?

"But again, so they weren't all that enthusiastic, but WHY?? Or is that they are just getting tired of fighting the BS from the press and wall street? "


PB is ignored Fool Yap, but since I just logged in, I could see who you were referring to. Investigate his predominant Favorites and read his biased messages. He's the subliminal sniper slime that made Amd infamous. DON'T take his biased messages seriously: they have that "Jerry Sanders" coating sprinkled all over them (i.e. - all BS).

Intel is still supporting RDRAM. That is clear.

It's just that the passion wasn't there any more.

Mr. Bloke,
Now I am really confused. You are an Intel employee and you didn't know the direction of your own company until IDF? Wow, that's really very hard to believe.

Mr. Bloke,
Now I am really confused. You are an Intel employee and you didn't know the direction of your own company until IDF? Wow, that's really very hard to believe.

Well Poke the rumour is that you work for Compaq and you certainly have no clue as to what Compaq's direction is...Pete

PB is ignored Fool Yap, but since I just logged in, I could see who you were referring to. Investigate his predominant Favorites and read his biased messages. He's the subliminal sniper slime that made Amd infamous. DON'T take his biased messages seriously: they have that "Jerry Sanders" coating sprinkled all over them (i.e. - all BS).

"subliminal sniper slime". I'm chuffed. Of course my only purpose here is to mislead everyone by posting outrageously untrue BS.

My recomendation is to stick with yjacket. He knows what is going on. Obviously a man with no profile, nothing of interest to say, and no inside information is the person to trust.

Cheers, PB



p.s. The 11 people who recommended this pile of dung should be taken out and shot.

I am just back from IDF, and had long talks with Louis Burns (Desktop VP) and Jim Pappas (Infiniband Guru). Intel is still supporting RDRAM. That is clear.


Good to hear, if they stop then we're dead!

It's just that the passion wasn't there any more.

Hello!! Have you noticed the markets lately, have you noticed the economy lately, have you noticed the growth in PC sales lately. Passion is good, but it is time to make money; time to put-up or shut-up; no .com fantasy will save your ass or stock options now. Intel is serious once more, their internal internet strategy seems to be working pretty well but time to sell it to other businesses. If you want to make a case against RMBS it is not very hard, you can do a lot better than trying to judge the Passion Level at a trade show, after the bottom has fallen out of the industry.

Hey, I don't mean to sound too negative I think you have as much chance of being right as the next person. The lawsuits make looking at the Fundamentals seem pretty worthless at times, but I think we can all see where the passion of the last few years has got us.

Maybe if people look at what is going in the world, their passion for life in North America will increase... then the markets will take care of themselves.

p.s. The 11 people who recommended this pile of dung should be taken out and shot.

I was with you until you made that crack, as I suspect most readers were.

"He's the subliminal sniper slime that made Amd infamous"

You've GOT to be KIDDING! He's with Intel marketing (and I have independant verification of this!)! While PB and I have disagreed many times in the past (usually over AMD vs. Intel), I have NEVER known him to lie (not once!), and he has always been 100% forthright in what he says.

"Investigate his predominant Favorites"

Spoken like a dedicated Yahoo(poster)...I suppose this is because the poster has so many supporters himself (1)...
A Favourite Fool is somebody you respect, not necessarily agree with...
As an example, there are many posters that list ME as a Favourite Fool, but who disagree with much of what I have to say (some from this board!)...and vice versa.

As to the content of what PB was saying, take it as information...not Gospel...this is his POV. He has also sold off his AMD shares (posted on AMD board) weeks ago, and I respect his reasons...but I'm certainly not selling mine (difference of opinion is what makes this fun!) as I don't agree with his reasons for my own portfolio.

Cheers,
Charles

Viditor,

Sorry about your alma mater getting stomped. The good news is that Oklahoma stomped the other Colorado team. Go Sooners.

Friendly,
JA

PB,

Thanks for the insight, but since you spoke directly with these Intel bigwigs, can you give us some quotes on what they said. Maybe your conclusions are correct, but I like to hear the words they spoke so I can draw my own conclusions. Can you give us what they said and not what you conclude they said?

Thanks and
Friendly,
JA

P.S. My take is that Intel needs Rambus more than Rambus needs Intel. Intel may be embarassed by Rambus' woes, but I don't think they can afford to ignore the technology Rambus offers.

"I was with you until you made that crack"

I understand your point BF...but in fairness, PB has been a VERY strong supporter on this board, so I can imagine it felt very much like a slap in the face to him (not the poster, that was expected...but the recs). JMHO

Cheers,
Charles

"Sorry about your alma mater getting stomped"

Thanks for the sympathy JA (that WAS sympathy, wasn't it?) :-)
It doesn't worry me too much...when I went there, they didn't have much of a team so I don't get TOO wrapped up in it...Go Broncos!!!
:-)

Cheers,
Charles

"My recomendation is to stick with yjacket. He knows what is going on. (1) Obviously a man with no profile, (2) nothing of interest to say, and (3) no inside information is the person to trust.
Cheers, PB"

Well, 1) because I chose not to dillute the boards with truths or lies (marketing?) in my profile, this shouldn't effect the truth.
2) catching propoganda before it spreads is something of interest (lets see Compaq Marketing this week, uncomfirmed by Amd hypsters...Wow...I own their PCs, but their marketing acts like clueless meat puppets at the lowest dollar bid...I would never work there... further reinforced again, thanks).
3)INSIDE INFORMATION! A careful inspection will be required for this one!


"I am just back from IDF, and had long talks with Louis Burns (Desktop VP) and Jim Pappas (Infiniband Guru)."

How much do I owe for that one? Just tell me where to send the check!


"Intel is still supporting RDRAM. That is clear."

Knock me down, I was worried until your INSIDE SCOOP revealed that one.


"It's just that the passion wasn't there any more."

Well, like all the previous unsubstatiated gobbly gook, this really frightens me now. Was this real, or an afterthought when taking a hit off a bong? And you're supposed to be in marketing huh?


"I don't know how to express this, (D) and don't know whether it means a great deal, but (A) I definitely got the impression that Intel is looking at other memory technologies to supercede DDR. (B) This isn't inside info, and (C) it's been written up so many times that it's probably redundant for me to comment on it."

A. DDR hasn't even got off the ground yet, so I would hope they are looking past it.
B. Thanks, for telling me it isn't inside information: its no information at all. RDRAM is the ONLY KNOWN path past 2G (actually 1.5...), so what else would be the tendency be (that doesn't require inside info either)?
C. It has been written up wrongly by Amd posters, advertisers, ....
D. Clue: no it doesn't mean a great deal.


"I'll wait for the Yellowstone announcement and see what that is, and what it bodes, but to be frank, I will sell on any upswing. I am well underwater with RMBS, and that isn't a great place to be."

Well you had 2 chances to unload in the last couple of weeks. To be frank with you, I don't believe anything you say (so far your inside information has been biased and lacked ANY content)


"I know that RMBS is likely to shoot up as soon as I sell, but I am just very concerned that the nirvana that we all want (RDRAM top to bottom on Intel's roadmap), isn't ever going to happen."

That's what we're waiting on: 1) for you to sell, 2) for you (and your Amd gang) to stop posting so we don't have to sign on to get rid of garbage posts off screen.


"(A)It was fun, I enjoy this board a lot, and (B) there are a bunch of you who are on my fave fools list. (C) I'll hang around here to watch nilocp eat his bug when Intel launch Brookdale with DDR (Q1 2002), and (D) contribute what I can, (E) but the dreams of an early retirement funded by RMBS stock are over for me."

A. Remember, we weren't smoking what you were. We were straight and unimpressed.
B. Planted names to confuse people?
C. Please don't do us any favors with your abundance of INSIDER INFO!
D. You might want to change "contribute" to "detract",
E. See ya'! Don't let the door hit you. Bye! Take your friends, PLEASE!


"All the best,
Will"

All the best what? INSIDE INFO, lies, untruths, marketing, ...
*************************************************************************
Except for the profile (and I would gladly face-to-face compare resumes any day), I'll throw your own statement BACK AT YOU after carefully analyzing your inside information post,

"Obviously a man with no (believable or constant) profile, nothing of interest to say, and no inside information is the person to trust."

PB is ignored Fool Yap, but since I just logged in, I could see who you were referring to. Investigate his predominant Favorites and read his biased messages. He's the subliminal sniper slime that made Amd infamous. DON'T take his biased messages seriously: they have that "Jerry Sanders" coating sprinkled all over them (i.e. - all BS).


My first post to this board, didn't think I would need to come in defense of PB, he can defend himself. But you should take your own advice and investigate his past posts. PB works for Intel and from what I read isn't all that liked by the hyper AMD bulls on the AMD board. He was just trying to give you some insight on what he saw at the IDF as an Intel employee.

If you want to ignore it feel free, but all because you don't like you read doesn't mean it's coated with "Jerry Sanders" hype.

Hi PoorBloke,

I am just back from IDF, and had long talks with Louis Burns (Desktop VP) and Jim Pappas (Infiniband Guru).

Intel is still supporting RDRAM. That is clear.

It's just that the passion wasn't there any more.

I don't know how to express this, and don't know whether it means a great deal, but I definitely got the impression that Intel is looking at other memory technologies to supercede DDR. This isn't inside info, and it's been written up so many times that it's probably redundant for me to comment on it.

<PoorBloke>

Then please explain why Louis Burns was so passionate about these serial buses.

But the part that continues to need work is in the area of I/O. How do I provide to the marketplace, how do we provide to the marketplace an I/O capability that keeps up and delivers the CPU performance in a fashion to solve customers' problems?

That's where I want to spend our time today in my section. We're going to talk about three important serial interconnects. The first is I want to give you an update on 3GIO. I stood up here in the spring and made some pretty bold commitments to you, and I want to give you a report card of where we're at.

The second is on USB 2.0. Tremendous progress in this area, and I want to give you an update of where we're at and where the industry is at on USB 2.0, and the last is Serial ATA.

http://www.intel.com/pressroom/archive/speeches/burns_spindler_smith20010829.htm

Ok, PB, so what your telling us is L. Burns (VP Desktops) is not passionate about serial memory systems like Rambus, but spends 20 minutes in Primetime at the Fall IDF expounding on the virtues of three new serial bus technologies in front of thousands of people. Something doesn't add up. I sorry, but I have trouble believing that the VP of Desktops is still not interested in serial based memory like Rambus in light of his public comments and presentation on the benefits of these types of buses.

IMO, for the next 4 to 5 years, Rambus makes the most sense for INTEL. Rambus has a proven signaling technology which has headroom. DDR will have to move to a different signaling as it move up in frequency. Rambus has shown a clear roadmap to 9.6 GB/s.
I'm sorry, PB, but your impressions just don't cut it. If you can give us facts to support your thoughts then we will consider your opinion as credible. But as you can see from the above statements from L. Burns, the desktop will have more serial bus technologies instead of less.

Regards,

dlm

You are right, something doesn't add up.

With Louis's passion for serial busses, then how come he didn't mention Rambus? Not one single keynote mentioned it at all. Doesn't that hint of a change in attitude on the part of Intel?

I'm sorry I ever posted this. It seems like I am now being categorised as some sort of basher/AMD fan etc. Whatever.

Cheers, PB

With Louis's passion for serial busses, then how come he didn't mention Rambus?

This is a very valid question, and here is my answer. Intel's previous very public support for RAMBUS has really hurt it in the PR/Image area. Manufacturers were also upset, as they see it, having RAMBUS forced down their throats. I think Intel has a new policy, keep quiet on RAMBUS and see which way the market goes. Like I've said before, having DDR support is great, it allows the market to decide. Intel and the manufacturers seem to be on bit better terms these days, nothing like a little economic reality to mend fences.

Is there some thing new in the works, could be... such is the very nature of technology investing.

Currently the biggest problem with RAMBUS is not the benchmarks or Intel support, it's them spending all their money on lawsuits while the economy is deciding whether to nose-dive or not.

Hey don't take one post, or one post and 11 recs, as a basis for public opinion. I think there are a few more people in the world.

Well Poke the rumour is that you work for Compaq and you certainly have no clue as to what Compaq's direction is...Pete

Where do you get these rumors Petey? I'm working out of my basement, remember? Also, I've been working part-time at the Wal-Mart auto center. ;^)

I'm sorry I ever posted this. It seems like I am now being categorised as some sort of basher/AMD fan etc. Whatever.

Cheers, PB

Don't be sorry for posting the truth.

"I'm sorry I ever posted this. It seems like I am now being categorised as some sort of basher/AMD fan etc. Whatever.

Cheers, PB

Don't be sorry for posting the truth.
pokey"



I'm all for legalizing what you guys are smoking. And I hear its good for the eyes too.

Like I've said for over a year, it really doesn't matter what Intel says, but watch what they do like a hawk. Intel earnings are in the crapper compared to last year, now the true moves are much more important. We'll know in a few weeks how the 845 will be selling at BestBuy or your local computer emporium, most people usually want the best for the $$$ they have to spend. This time period is a true war and we all won't know the victor for months to come. But what choice does Intel really have, DDR or Rambus.....it's a huge game of Indian Poker! Everyone knows each others hand about right now but some are asking for a new deck.....a little too late IMO.

From Rande Is, think about this one for a day! It's kinda OT but then again it's not.

>>>There are still a ton of great shorts out there.<<<
Was your mind too narrow to grasp the post to which you replied?
We are talking severe ramifications here, should "short at will" remain the call of the day. I am not talking about a recession where the economy bounces when, "the banks are selling homes at 30 cents on the dollar. . " I am talking about the sort of action where bankers foreclose on too many homes, and offer them at 10 cents on the dollar with no takers for years. . . because so many have filed bankruptcy and cannot get credit. . .and are more concerned with saving any money they do make for food, prescriptions and essential supplies. Unemployment above 20% for 5+ years. Failure of small businesses above 50%. Consumer credit failure at catastrophic levels, resulting in millions of bankruptcies. And too many bankruptcies cause bank failures. Too many bank failures and you have destruction of consumer confidence which could last for decades. Add to all this the sort of anarchy that could break out in inner-cities, then as there is "nothing left worth stealing in the inner cities" . . home invasions become common place in the suburbs surrounding major cities.

Now you could begin to see the sort of picture that is on the not too distant horizon, should we just break through those lows and continue on with the next Great Slide in the markets. It is like playing with fire.

Short-sell at will. "There are still a ton of great shorts out there." Plenty of gains to be made off the backs of destroying American companies one by one. Why not? Margin on. Let the debt rise. Live today, let our children worry about tomorrow. Party on, dude! Chain smoke Camels with no filters. Drink a fifth of vodka daily.
Live life with no regard for tomorrow.

It's all the same, is it not?

This is precisely the sort of near-sighted thinking I was warning about in the last post. It is the same thinking of those traders who margined to the hilt in the roaring 20's. And it is the same thinking that occured with those traders who were "short-selling at will" between November of 1929 and Summer of 1932 when the bottom was finally put in. . . .when the MAJORITY of the damage to the economy was done.

Remember back then it took putting common people to work building roads, dams and bridges and a world war to pull America out of that depression. Go there again, and I fear we could be there for decades.

"Cash is kng in a recession...so hang on to yours for some really good deals. "

Totally short-sighted thinking. This statement assumes a bounce in the economy. Bounces are NEVER guaranteed. Sure. . . hang on to your cash for 5, 10 or 20 years and you might grab some bargain homes. Big deal. That is hardly what I call a great play. It all depends on how much economic damage is done. Once again, I say, it is the decline of the stock market that causes the decline in the economy. . . and NOT the other way around. So don't mess with what you don't understand.

Again, I say, let's not ignore history and doom ourselves to repeat it. Let's walk softer. Think harder. Buck up!! Have some integrity. Consider passing on the near-term [short-sell] gains for some long-range economic assurance. Act with prudence, thinking of the economy we wish to leave our kids.

And for goodness sake, stop playing with what you don't understand.

We will be in our 40's before we see times like we have the past ten years.

Sorry. I don't relate. >g<
Rande Is

p.s. The 11 people who recommended this pile of dung should be taken out and shot.

Welcome back, Will.

Anyway, dung one does not see one cannot recommend:)

Wonderful feature this ignored fools thingy. I would like alos a feature which would only let you read once's favorites when catching up on a 1000 posts. I realise one then lives in once's self created heaven, or the people one would like for a good discussion in one's living room, but it would suit me for catching up.

After that on a daily basis I would go back to normal mode. (I even switch off the p-box every now and then just to verify that teh people in there still belong which they invariably do:)

Cheers
Cor

JA

P.S. My take is that Intel needs Rambus more than Rambus needs Intel. Intel may be embarassed by Rambus' woes, but I don't think they can afford to ignore the technology Rambus offers.


I don't disagree with you often, Jim, but you'll have to convince me of this conclusion. Intel is the master fragmenter, cutting the market into more pieces than are "necessary" because it benefits them. They don't want anyone to be indispensible, so it serves their purposes for Rambus to have a hiccup. Don't want da field hands gettin' too uppity, you know. If there was no Rambus, there would still be an Intel . . . maybe not vice-versa. But more about that in another post as I've been digesting the last week of messages and developments.

So convince me. How do you figure that Intel needs Rambus more than Rambus needs Intel?

Grace,
TrustPlan

"How do you figure that Intel needs Rambus more than Rambus needs Intel?"

I agree that the 4i technology is important to Intel, but IMO Intel has gotten themselves so tangled up in this memory issue that their future actions are more unpredictable.

IMO one of the key reasons Intel signed up for RDRAM was because they wanted a memory solution with lots of performance headroom. The objective was so that the memory wouldn't be the criteria in determining system performance. In earlier stages of PC development, it was possible to increase PC performance by upgrading the memory speeds or by increasing the amount of memroy in the PC. This was a lost opportunity for Intel who wanted the consumer to buy a faster processor instead of more memory.

But what does the consumer see today? If you want the highest PC performance, you buy P4/RDRAM. If you can settle for less performance, you buy P4/SDRAM. If you want performance somewhere in between, then DDR chipsets will soon be available. In other words, Intel's PC segments are becoming tied to the memory--which Intel can't control--instead of the processors which Intel can control. For example, I have a choice at a given performance level of matching a lower/cheaper processor speed with RDRAM, or of buying a faster processor with slower memory. This is the exact opposite of what Intel wanted to accomplish when they envisioned RDRAM at all performance segments. The various memory options are becoming too much of a factor in selecting the PC performance.

Intel desperately needs 4i to move into mid-performance PCs and to consolidate Intel's PC memory strategy. If that doesn't happen quickly, the balance between the two companies may shift.

elcid

TP,

I'll make this short as the bath water is running. RDRAM is what allows INTC to scale up. Without it, they are just using the same memory as AMD. And we know that AMD has a very good CPU in Athlon. Take away RDRAM and what have your got? Certainly nothing good above 1.7 MHz.

Friendly,
JA

P.S. If the offense gels, look for the Sooners to repeat. We have the best defense in the country now.

Where do you get these rumors Petey? I'm working out of my basement, remember? Also, I've been working part-time at the Wal-Mart auto center. ;^)

What selection does the auto-center carry? LOL

I'll make this short as the bath water is running.

JA

Wow! It's Sept. already? This one will keep you up to Okie standards until Mar. '02.

"The Weasel"

It was fun, I enjoy this board a lot, and there are a bunch of you who are on my fave fools list. I'll hang around here to watch nilocp eat his bug when Intel launch Brookdale with DDR (Q1 2002), and contribute what I can, but the dreams of an early retirement funded by RMBS stock are over for me.

All the best,

Will



Jeese Will,

You might call me a dick for saying this, but I think Intel is going to have the problem primarily. The recent blip in capital spending must of been in a big way Intel's doing, but Japan and the Europeans are all in worse shape than we are. Intel's costs per chips must be falling through the floor, but sales are going to hell growth wise. I think or hope that Intel will remain profitable, but who knows for a quarter or two from now.

As a back drop, NPR on Friday played the Death March to the financial news as they announced, for instance, Japan Telephone layed off 100,000 workers with protests in the streets in Tokyo. And on and on they went.

The best Rambus news I have heard is only that the execs are insured for the class action suits.

Rambus will most likely lose money this quarter and next.

The US consumer is all thats left and watchout because he is way over stretched.

Yet I am happier than a pig in shite. The best four markets of all time in the 20th century were in the great depression. I have been looking forward to things to come.

Rambus one day will be fine, but certainly not for now.

db