Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.35

-0.4%

Nov 25 3:59 PM EST

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To: Ian Anderson who wrote (25328)	7/20/1999 12:42:00 PM
From: Joe Donato	Read Replies (3) of 93625

Ian, I'm not trying to be argumentative, but I think you are solving a technical problem that isn't on the critical path. IMHO you are missing the BIG picture. There are only a small number of users who have a bottleneck between the CPU and main memory. If there were no such thing as L1 or L2 Cache, I might change my mind, but the fact is these two Caches feed the CPU pretty well. The biggest problem between the CPU and main memory (Cache miss), in a typical application profile, is LATENCY, not BANDWIDTH. It seems that I cannot convince anyone here that Rambus albeit a better technical solution then SDRAM, does not provide significant added value for the cost. Good luck to all, you have bought a company that is suppose to get a few percent on every memory device sold over the next 2-3 years and is currently valued as if that is guaranteed. I am neither long nor short (today) so good luck to you.

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