Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: Dan3 who wrote (32779)	10/25/1999 8:04:00 AM
From: Bilow	Read Replies (1) of 93625

Hi Dan3; I had another thought. There has been quite a lot of talk about how Rambus is going to allow users to keep their memory from one system to their next. Some points about this: (1) Memory sizes increase very quickly, consequently, your old memory is likely to be too small to mean much later on. (2) Later board designs are going to want higher bandwidth. So they are likely to need dual Rambus channels instead of singles. That means that you will have to try to go out and buy another obsolete RIMM module to match the one that you are salvaging from your old PC. (3) Within 4 years, CPUs are going to be using something newer than RDRAM. Even Rambus management knows this. Consequently, your old RIMM modules are going to be obsolete after this product cycle anyway. (For guys who buy a new computer every four years, like I do.) (4) Most of the RIMM modules available are less than 800MHz. Consequently, they are going to be obsolete within a year. And the 800MHz ones are going to be obsolete in two years, as Rambus moves to the next speed grade (if they're still in the PC market at that time). -- Carl

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