Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Walliker who wrote (39483)	4/10/2000 6:35:00 AM
From: Bilow	Read Replies (1) of 93625

Hi John Walliker; You agree, then, that DDR main memory will be inexpensive? Good. I interpreted your terse response #reply-13384211 to mean that either DDR would be expensive or that it would provide poor price/performance. Maybe you would like to revisit the setup and hold calculations that we went over this past late October, but update them for various DDR specifications... Incidentally, regarding the "fragmentation" of the DDR memory market. That fragmentation is only a fraction of the SDRAM fragmentation, and SDRAM seems to be selling at considerably higher volumes than RDRAM. So fragmentation is obviously not something that prevents a memory technology from being quite successful. So you agree that DDR will come out of the chute at a small premium to SDRAM, even though it will also come out in such a fragmented state? That would seem to be the implication, I wish you would post more, and longer, on this thread. -- Carl

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next