Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: grok who wrote (67225)	8/1/1999 1:16:00 PM
From: Bill Jackson	Read Replies (1) of 1573922

KZNerd, Rambus will succeed if it works and the cost premium is not excessive. From what I read Rambus costs 3-4 times as much as what is currently the volume leader. True those prices have been beaten down by cutthroat competition so it is an artificial price point and we should not expect Rambus to be that cheap, but 3-4 times as much?, that will keep it a niche player, used in a few critical places. Are Rambus parts hard to make?, hard to test?,slow to test? low in yield? The ansers to these questions will tell the tale on Rambus. From what I read they are in fact hard and slow to test. They should be as makeable as common memory and the yield should also be comparable...and of course the Rambus fee on top of all this, and the smaller number of makers sho have signed on to make them. It would not surprise me to find standard memory closing the speed gap to a degree and keeping the majority of lower end systems, and that lower end will migrate upwards in performance as we have seen over the years, relegating Rambus to a permanent high end profitable niche. Look at APple, a niche player and profitable(now). Bill

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