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: Tenchusatsu who wrote (37263)	2/16/2000 8:04:00 PM
From: Jdaasoc	Read Replies (1) of 93625

Tenchusatsu: Issue #1 "they can scale up in both speed and width without external constraints. Intel sees this as a key for desktop systems as they evolve through this decade." Issue #2 "cost and packaging constraints" The ASP of a PC will continue to drop so will RDRAM. The DRAM manufacturers appear to have gotten die size down to 10% increase. Packaging costs will decrease as more and more volume production is implimented. Issue #3 Cost of testing of DRAM - I think that problems of testing this type of high speed circuits: the RDRAM, the RIMMs and stuffed motherboards (the three RIMM snafu) nearly killed RDRAM in computers before they got a chance to be released. It took over 6 months for the industry to realize that high speed computing was going to take a little more effort to test correctly. john

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