Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 86.93

-0.3%

9:41 AM EST

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To: pompsander who wrote (29015)	9/8/1999 7:24:00 PM
From: Jdaasoc	Read Replies (3) of 93625

pomp: Yesterday, we got news of Compaq doing the next Alpha with 4 RDRAM channels. I had talked to API people at length at PCEXPO in NYC and they at that time frame were laying out a progression of memory support of: SDRAM, PC133, DDR then maybe RDRAM. They made it perfectly clear that RDRAM was there LAST choice ie any other RAM but RDRAM. Doesn't it seem funny that all it took to revise that progression was the appearance of several hundred thousand RDRAM for development work on i820 and several million production RDRAM being produced in 4Q. I think that RDRAM's rapid implimentation has put slight dampening effect on other advanced RAM systems such as DDR. I do not see the same follow through to release of the previously announced DDR based solutions with the exception of the Reliance server chipsets. IBM had the same progression for memory support for the PowerPC microprocessor: SDRAM, PC133, DDR and then RDRAM. I could see IBM seeing the handwriting on wall and pass up the two short lived memory systems PC133 and DDR and go directly to RDRAM shortly. john

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