Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.18

-4.3%

Nov 17 3:59 PM EST

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To: Bilow who wrote (35265)	11/27/1999 1:28:00 AM
From: Tenchusatsu	Read Replies (2) of 93625

Carl, <But this is a subject near and dear to my heart, so I am happy to expound on it.> So you're a graphics controller kind of guy? Despite all the barbs, I appreciate your point-of-view. (Except for the "dead dead dead" comment, of course. ;-) I'm working on server chipsets, which can be vastly different from graphics controllers. <We should note that Nintendo chose embedded DRAM for its next graphics controller. The previous version used the older variety of RDRAM. my calculations above will illustrate just why that design win went to embedded. Simply put, RDRAM is scaling to a size too big for that market.> Interestingly, Sony decided to solve that problem by going with dual RDRAM channels and putting one 128 Mbit chip on each channel. Seems like Nintendo is taking a step beyond that with embedded DRAM. However, I don't think Nintendo's move to embedded DRAM is a negative for RDRAM. Embedded DRAM is a totally different technology, and it is aimed at different market needs than conventional (non-embedded) DRAM. And the RDRAM question centers around conventional DRAM, not embedded. Tenchusatsu

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