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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (7254)	9/30/1999 12:27:00 PM
From: FLSTF97	Read Replies (1) of 54805

And another thing on RAMBUS... This person Carl (a.k.a Bilow) seems to me to be very well informed on the technical end of chip architecture. In this link he presents the potential (discontinuous? In my mind more evolutionary) technology that could supplant RAMBUS Message 11403387 One of the things limiting MCM's has been power dissipation within the module. A confluence of two trends (lower operating voltage and copper metal lines) will ameliorate that problem. His stated timeline may be a bit aggressive. Also I'm not familiar with the RAMBUS patents so I do not know if their advantage is really limited to PCB busses.

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