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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: Tenchusatsu who wrote (31785)10/7/1999 9:01:00 PM
From: grok   of 93625
 
RE: <- 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.)>

Yes, 18 months or even longer. It'll probably require 0.13u technology. The PC100/PC133/DDR will all happen earlier. The point to the evolutionary approach is that each step is small. But progress is steady and low risk. Each step doesn't go to volume unless it is proven and cheap.

As for DDR-II, it does have an advantage over Rambus in that it uses that parallelism of the 64b word so that a data driver connects to only one fourth as many drams as for Rambus. Eventually the evolutionary signal switching technique can move to be equivalent to that of Rambus and still take advantage of the parallelism to reduce risk of the type of problem Rambus is having right now. Yes, it does take time but, hey, BX+PC100 is equivalent to Rambus in performance for today's apps and there is a huge speed up in the evolutionary pipeline before DDR-II.
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