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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: grok who wrote (31781)10/7/1999 7:49:00 PM
From: Tenchusatsu  Read Replies (3) of 93625
 
KZNerd, at MPF I had a chance to talk to Bert McComas. Despite my previous impressions of the guy, I find him to be a very intelligent man who is not easily swayed by popular opinion, either for or against Rambus. (By the way, the guy talks a mile a minute. It was kind of tough to keep up with him at times.)

He and I saw eye-to-eye on a lot of issues, such as RDRAM's benefits and weaknesses, as well as DDR's weaknesses and requirements for its success. A couple of points he mentioned that were interesting to me:

- DDR's success hinges on PC133's acceptance in the marketplace. I asked him whether Intel's upcoming support for PC133 will help DDR, and he said yes.

- DDR-II is not going to enter the marketplace until at least 18 months from now. The designs are still being defined, and even once they're defined, it will take quite a while for first silicon to appear. (I also wonder how tough DDR-II will be to implement, compared with parallel RDRAM channels, since DDR-II jacks up the common clock to 200 MHz.)

I'll probably continue some e-mail correspondence with Bert McComas for a while. If any detail pops up that gets lost in the religious war, I'm sure he'll pick up on it.

Tenchusatsu
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