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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 102.22-2.7%3:59 PM EST

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To: dumbmoney who wrote (29582)9/15/1999 1:19:00 PM
From: Dave B  Read Replies (3) of 93625
 
dumbmoney,

<Everyone is making or planning to make DDR. >

I recognize that, but my statement was about promoting, not building. Just building it isn't enough. If there's no individual or coordinated effort to promote the technology, it won't win. If there's no effort behind it to get a series of design wins, it won't win. Who, besides Micron, is actively advertising/promoting DDR? As far as I can see, it's only Micron.

<Graphics chips, those that don't go Rambus, will support DDR. It's overkill for PC main memory right now - PC133 is the sweet spot.>

I'm actually looking for an announcement of a high-volume product that supports DDR. It's not the games (PSII and Nintendo are going RDRAM), and it's not PCs (Intel's going RDRAM). The only announcements around things like HDTV have been Rambus wins (i.e. Compaq/Panasonic). Can you name a specific high-volume product that has announced that it's going DDR? Without DDR design wins right now, at the moment that RDRAM is being introduced, RDRAM will pick up momentum -- there's no perceived competition by the market. RDRAM will be perceived as the "memory of the new millenium" (I saw that line on one of the links that was posted yesterday!). If they don't start building momentum now, DDR will be an also-ran.

Dave
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