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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST

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To: kash johal who wrote (31319)10/1/1999 9:58:00 AM
From: grok  Read Replies (2) of 93625
 
RE: <Kznerd, Re"granularity" Well the argument can be made that by end of next year we will be there. Low end machines may consist of a single chip plus a memory chip. Intels timna is an example of this approach. For lots of low end apps and appliamnces 32/64Mb of DRAM is fine. Pretty soon it'll be on a single chip. And maybe on a processor module with CPU and DRAM wire binded or flip chipped onto a single substrate. In this area Rambus is surely a compelling choice. regards, Kash>

The argument has always been made that by the end of next year granularity will arrive in the computer business so Rambus will be king. First of all Timna has two Rambus channels so min memory consists of two chips not one. If x32 Sdrams arrive at the same time in mass volume (instead of just in volume as they are now) then the chip count between Rdram and Sdram (or DDR-Sdram) will be the same and the Sdrams cost less.

Please realize that I am talking about the computer business with this statement about granularity. Perhaps Rambus is a good choice for games but what about the computer biz? Should the 120 MU PC business suffer in order to build up dram volume for Sony?

Of the 120 MU in the PC business 100% have a 64-bit processor bus. Why should dram skinny it down to 16 so that it can be expanded back to 64?
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