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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.08+2.4%3:59 PM EST

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To: Zeev Hed who wrote (30654)9/25/1999 1:38:00 PM
From: Dan3  Read Replies (2) of 93625
 
Re: The current problems with signal integrity are not "intrinsic" ... When you go to 800 MHz

800MHZ data rate, but the frequency is only 400MHZ. Problem is, the now starting to ship alternative, DDR 266, is getting better throughput and lower latency while only having to run at 133MHZ. Everybody has been working with, and has confidence in, 133MHZ, while 400MHZ is something that is starting to sound more than a little scary. This is why there is going to be a reevaluation of the whole PC memory strategy, and Rambus may not make the cut this time. The window for this approach was wide open a year ago, half closed 6 months ago, and down to about an inch now.

Could still squeak through though, you never know. It'll have limited success, at least, if Intel continues to follow the "Rambus at any cost" strategy - which hasn't seemed logical for some time, so why expect them to change now?

Dan
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