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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 103.94-1.0%1:03 PM EST
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To: Bilow who wrote (31199)9/30/1999 5:50:00 AM
From: John Walliker  Read Replies (2) of 93625
 
Carl,

I have been saying the same thing about integration of processors and memory onto single modules in the future.

However, I don't see this as bad for Rambus, because their technology is inherently scaleable to much higher data transfer rates in the future.

I don't see how you can seriously utter such a self contradictory sentence as"...due both to the extremely large number of pins, reduced noise environment, and the high data rates available on the extremely short wires attached to those pins...".

Large numbers of pins inherently mean large capacitances to charge and discharge, resulting in high power consumption and electrical noise generation.

Rambus is ideally suited to interconnections between devices in a multi-chip module and I am sure that they have already envisaged this.

When data transfers are taking place at multi-Gbit per second per pin rates the module will be designed according to microwave practice. There will be new packages that bring signals on and off each chip through constant impedance transmission line structures.

As data rates increase, lumped component methodology is doomed to fail, however much you would like to believe otherwise.

It is this vision of the future that makes me optimistic about the long-term prospects of Rambus.

John
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