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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 93.38+2.2%Jan 9 9:30 AM EST

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To: kash johal who wrote (31319)10/1/1999 3:34:00 AM
From: Bilow  Read Replies (1) of 93625
 
Hi kash johal; Re low end machines with single memory chips. I, too, think that this is inevitable, and soon.

That is the natural market for RDRAM, not the high end market.

But if they do end up putting that DRAM in a processor module, they may not need to use Rambus to connect to it. Samsung is talking about their x32 DDR SGRAM, for instance - it would provide plenty of bandwidth. And how much bandwidth does a low-end PC really need? Since high pinout packages are getting cheaper and cheaper there really is no reason to pay the royalty (and design effort) on the processor chip.

My guess is that they will combine the "chip-set" chips into the processor before they put the DRAM on the processor module. But Rambus is going to get design wins in those low end machines. (Provided chip costs get low enough.)

Man! I can't believe how long it takes to catch up on my SI reading these days! Back to work for me now.

-- Carl
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