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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: Bilow who wrote (39481)4/10/2000 6:00:00 AM
From: John Walliker  Read Replies (1) of 93625
 
Carl,

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.

And they are busy selling Rambus memories.

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.

You pointed out yourself that DDR comes in a whole range of bit widths from 4-bit wide to 32-bit wide. What I wrote is therefore perfectly correct and supported by your own statements.

In short, since graphics DDR is already cheap, why should anyone believe your suggestion that main memory DDR should be expensive?

Please show me where I said that?

John
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