Michael,
I know you are the RMBS Bear and I respect that! But I posted this to another bear and he said he wouldn't respond. Perhaps you could respond!? I am serious and do listen to reasoned arguements. TIA.
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Why would Sony choose RDRAM over DDR for their upcoming PSII (or III or whatever they are going to call it) if;
1- DDR is so much better/faster?
2- Its cheaper?
3- No real foundry and equip would need to be deployed to produce such chip?
4- DDR will be in plentiful supply?
CEO of Sony actually called DDR "unstable"- his words in a interview, not mine.
Instead Sony is going to:
1-use DRDRAM
2-actually invest in the DRAM business to produce RDRAM (I think Toshiba, but I don't have the exact details, but I can post)
3-pay more for RDRAM (per your opinion)
4- and go through a bit of trouble to get it....
Why? I can only think because it is a superior memory architecture. Also, think about HOW MUCH Sony has riding on this new game console. This is a serious business decision on their part. They owe RMBS NOTHING!! In fact, their last console did not use RMBS.
IF DDR was better, why didn't they chose it?
I am long RMBS but often times challenge our thread, so I will really listen to your answer.
Regards,
MileHigh
PS- If you start talking bit, bytes, latency, etc...I will just ask again, why didn't they choose DDR if all that data is true?
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