Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 9:30 AM EST

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To: Dave B who wrote (28866)	9/7/1999 4:29:00 AM
From: Bilow	Read Replies (1) of 93625

Hi Dave B; No I really doubted that someone would try to send 800MHz signals back and forth through multiple DIMM modules. No wonder they're having trouble with the technology! They've cut every corner possible. All I read was the document having to do with putting up to eight rambus chips on a mother board. The document you gave allowed the chips to be distributed across several RIMM modules, but I hope that they are only allowing at most eight RDRAM chips per path... In retrospect, I knew these facts about rambus eight months ago, when I rejected them for a current project. This was due to the difficulty of interfacing to them. But I forgot just how far off the scale this technology goes. This is not going to be pretty. It all comes back to margins. Most people have no idea how much variation exists between one electronic component and another. They think that transistors are little perfect things, all identical. Actually the chips that come out of a fab on different days are rarely even similar. Typical process control for propagation delay in CMOS is something like 4 to 1. That is, the fastest parts, running at the highest voltage and lowest temperature will run around four times faster than the slowest parts running at the lowest voltage and highest temperature. Most of the art of digital logic is in designing something that can take such incredibly disparate parts and force them to do the same thing. Seeing this, I have to say that the rambus technology is pretty much doomed to have massive problems in yield and production, and probably problems in the field as well. I doubt that you will ever see rambus chips within 20% in cost to either PC133 or DDR. This will turn out to be one hell of an expensive blunder. -- Carl

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