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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.70-3.8%Nov 18 3:59 PM EST

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To: Skeeter Bug who wrote (24594)7/12/1999 9:13:00 PM
From: Tenchusatsu  Read Replies (2) of 93625
 
<this TOTALLY supports my assertion that most folks are migrating toward the cheap boxes>

And what happens once those cheap boxes start supporting DRDRAM?

It may happen sooner than you think. Intel's new Timna is going to feature an integrated DRDRAM controller onto the processor die, and it is targeted for so-called "cheap boxes" because it integrates almost everything (processor, memory controller, graphics) onto a single chip. Plus, as memory densities increase, you'll need fewer and fewer DRDRAM chips in order to satisfy the memory needs of the sub-$600 market. You can't do that with any form of SDRAM, since its minimum chip count is eight. As a result, costs for the system will go down.

Seems like a win-win situation for Rambus (or a lose-lose situation for the anti-Rambus coalition).

Tenchusatsu
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