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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (7274)10/1/1999 12:01:00 PM
From: JRH  Read Replies (1) of 54805
 
Die-size penalties are over 25%, yield is less than 50%

I heard the same things from an ex-RMBS engineer. Evidently, chips that have RMBS support built in are super super sensitive during the manufacturing process and are much more prone to errors because of this, thereby reducing the yield of good chips that are produced on the wafer.

and performance is less than PC100

My contact also mentioned this. He says that RDRAMs work well with chips that require streaming data (such as video cards, video chips, etc.), but when bursting data (which is what a BUS would do most of the time, I presume), performance is actually less than than current PC100. This helps explain why Nintendo has been a large advocate for RDRAMs.

I have also heard rumors that Intel is attempting to find a workaround to using RDRAMs because of the high prices. However, that is an unconfirmed rumor.

BWDIK,
Justin
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