Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.29

+2.2%

3:59 PM EST

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To: Tenchusatsu who wrote (33563)	11/2/1999 1:59:00 AM
From: dumbmoney	Read Replies (1) of 93625

Anyone can play that game. We see too much of that on the AMD thread. You know what that's called? Partisanship. Correct. I don't like it either. But the 820 delay means that DDR now has a fighting chance, not because DDR is inherently better (it isn't, despite your arguments to the contrary), but because those on the Rambus side fumbled the ball. I think the effect of the delay is overstated, actually. Intel had already decided to do PC133, so it's not clear what changes. Thinking long term (2+ years) for a minute...I don't know what the "next next" generation of PC memory will be, but I'm quite sure it won't be 16 bits wide. 64+ bits is easy, pins get cheaper, and bandwidth needs grow. It's a mystery to me why Intel opted for a narrow memory bus. Multiple narrow channels on multiple RIMMs are not cost effective compared with a single wide channel on a single module (where a single chip doesn't have to provide the full width, but it could).

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