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Politics : Ask Michael Burke
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To: gnuman who wrote (61708)6/8/1999 3:27:00 PM
From: Michael Bakunin  Read Replies (3) of 132070
 
I think the bear argument against Rambus goes something like this: it costs too much to make (strike low end); royalties => it costs more (strike mid end); it's not outperforming PC133 for most applications (strike all but bandwidth-constrained high end; cf theregister.co.uk ); the stock seems priced for high, mid, and low. Thus, puts. A little less recent is realworldtech.com "While Intel has been claiming that bandwidth is the main memory issue, the reality is that the majority of PCs (including servers on small networks) are not bandwidth constrained. In fact, only a small percentage of systems are suffering from bandwidth issues. For most systems, latency is the main memory bottleneck, which DRDRAM does nothing to address and may even be worse than current SDRAM solutions."
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