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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%3:59 PM EST
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To: unclewest who wrote (25176)7/19/1999 5:13:00 PM
From: Jdaasoc  Read Replies (1) of 93625
 
Unclewest:

Here's last paragraph from EBNS

"Intel's MacWilliams said he believed that once Direct RDRAM ramps next year, it will win out over a rival double-data-rate (DDR) PC266 SDRAM memory. He said the DDR chip requires new interfaces from the existing PC133 SDRAMs, has a new 128-bit protocol, and will need a new infrastructure. He claimed all the DDR changes make Direct RDRAM very competitive."

RDRAM BECOMES COMPETITIVE. I was led to believe RDRAM was non-competitive with PC133 or DDR. I.E. You could not make a reasonable comparison due to the tremendous speed advantage of RDRAM. NOW DDR is competitive. Also, he's talking more about infrastructure issues not speed issues. I don't like what I am hearing and I am sure the market will not like it tomorrow.
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