Hi John Walliker; Where are all the new development RDRAM chip specs??? Prove to me that the memory makers are still developing these, I've proved that Samsun is busy developing DDR.
You wrote: The tables show that the DDR market will be much more fragmented than the Rambus market, with lots of different types and less economy of scale.
This is wrong for a bunch of reasons:
(1) The memory speed grades are a result of binning, so there is no fragmentation.
(2) DDR rides free on SDRAM, the same wafer that produces an SDRAM memory makes DDR with only one mask change.
(3) Therefore the economies of scale are already built into the DDR picture, the first parts that come off the line will already have great "economies of scale" and will undersell RDRAM by quite a lot. If you take a look at the pricing of those DDR SGRAM chips on the Nvidia chip you would understand, they are dirt cheap.
Hint: An Nvidia card has four of them, along with a huge controller and a handful of popcorn, but the thing retails for $239.
In short, since graphics DDR is already cheap, why should anyone believe your suggestion that main memory DDR should be expensive?
I belive (and could very well be wrong) that every memory maker is developing DDR, while not all of them have even signed a license with Rambus. If you know of a memory maker who is not developing DDR, how's about naming them? The reason this is important is that competition breeds low prices, and DDR promises to be very competitive.
-- Carl |
