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Technology Stocks : Micron Only Forum

MU 223.55

+7.8%

12:21 PM EST

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To: Carl R. who wrote (47790)	9/4/1999 3:00:00 AM
From: wily	Read Replies (1) of 53903

Carl, Could you give your views on the industry transition to RDRAM? What are the important factors to consider now? Did Intel anticipate supply being further along than it actually is now? (vis their flip-flop on PC133) How much demand is there for RDRAM now? Dell is making big noises about using lots of RDRAMs in Q4. Is this just smoke? At what point will Micron's transition to RDRAM pinch their SDRAM output? Will this only happen when they actually start producing RDRAM in volume or do they have to shut down some SDRAM production to prepare for RDRAM? Could this be influencing SDRAM supply (and price) now? Does Micron still hate Rambus? How soon do you see Micron becoming a volume RDRAM producer? Do you believe them when they say that it is their "most important" project now? "Intel spearheaded the RDRAM initiative a couple years ago because as they laid out their longterm cpu roadmap they saw that Rambus was the technology that best provided for future bandwidth needs". Please comment on this statement. This sums up the "analog" argument for Rambus and a large part (though not the only) of the reason why Intel chose it: 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 Message 11157754

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