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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.74+5.2%3:27 PM EST
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To: Skeeter Bug who wrote (25170)7/19/1999 5:06:00 PM
From: kash johal  Read Replies (1) of 93625
 
Skeeter,

Re:" kash, rmbs can aid and still fail to get big markets. the key isn't bang, it is bang vs buck. people are voting to buy a little less w/ much less dough. that makes the whole pc industry nervous - as it should."

I think we agree short term.

I do see long term advantages for RDRAM - perhaps in 2 years when the process is fast enough that RDRAM yields and costs will approach SDRAM.

The big tell tale to me was the 3 speed grades 600/700/800Mhz. Clearly they are having speed/bin problems yielding at 800Mhz and that cannot be good for ASPs.

With the next process generation they will have no problem yielding at 800Mhz.

SO we are probably 2 years away before the memory has a real chance at displacing PC133 SDRAM.

Regards,

Kash
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