Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.36

-9.6%

3:59 PM EST

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To: Tenchusatsu who wrote (29538)	9/14/1999 11:39:00 PM
From: grok	Read Replies (3) of 93625

RE: <440BX and PC100 SDRAM only contributed a 3% to 5% performance advantage at the time. PC100 cost more than PC66 at that time as well and was in short supply.> Tench, The dram industry moved from PC66 to PC100 because it was a free upgrade due to normal Moore's law scaling just like the one currently underway to PC133. Even with these simple transitions supply/demand imbalances can occur, in fact, they can occur even with no transition. For 30 years the dram industry worked to provide the lowest possible bit cost and the highest performance compatible with that lowest bit cost and it has always been enough performance for the bulk of the market. Intel/Rambus is forcing a discontinuity in this unbroken 30 year chain. It is being justified by future killer apps that need drastically more bandwidth. However, microprocessor performance has increased by a factor of 1000 during these 30 years and drams have always kept pace. There is PC133, DDR, DDR-II on the drawing boards. Can you really make any clear statement that demonstrates that the evolutionary approach could not keep up with these future killer apps if they do, in fact, actually happen?

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