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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 100.63+5.4%3:59 PM EST

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To: Bilow who wrote (28674)9/3/1999 6:09:00 PM
From: John Walliker   of 93625
 
Bilow,

The sad fact is...

Oh dear - so many words.

But when did you last get your hands dirty probing high speed analog (sorry digital) interfaces trying to work out how to make them work reliably? Have you ever wondered why, even with PC100 memory you are advised to use identical modules rather than mixing and matching, in order to achieve a stable system? When my PC crashed today the W2000 blue screen advised me to check that I was not using unmatched memory modules (and I was).

Therein lies the essence of the difference between Rambus and the rest.

You don't see that Rambus is upgradeable to much higher speeds than those currently being discussed and that in doing so it will embrace all the other speed developments from the DRAM manufacturers. What will be left behind is the baggage of inherently unreliable interfaces based on lumped components bundled with inadequately terminated transmission lines and poorly synchronised clocks.

John
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