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Technology Stocks : Dense Pac Microsystems (DPAC)
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To: Feraldo who wrote (548)11/15/1999
From: Richard James  Read Replies (1) of 619
 
Feraldo,

As far as I can tell, everything you say is accurate. One thing, though, and I don't think it is that important. Memory prices are currently falling from a peak reached after the Taiwan earthquake. The reason I think this in unimportant is that regardless of how much they fall,

1. It will remain cost efficient to produce higher memory product (128s up) by stacking lower memory chips.

2. Stacking also enables adding memory to boards without a redesign to accommodate a larger chip footprint.

3. Memory modules produced from stacking reliable 64's yield a more reliable product than non stacked 128s up.

4. Even as costs are reduced and yields increase on upscale chips, I expect that we will then be seeing a similar cycle repeat (R&D is working on stacking rambus)
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