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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 (39584)4/11/2000 11:31:00 AM
From: Dave B  Read Replies (1) of 93625
 
Carl,

Last summer, when it became clear that RDRAM was going to have a 15% area penalty over SDRAM, there was a joint meeting of memory makers and Rambus with the issue on the table of how to reduce the cost of RDRAM. Where are the new chips that would result from this? How come I haven't seen even a preliminary spec sheet for them?

Where have you been? Toshiba announced a redesign of the core that reduces the die size penalty for RDRAM. I asked Gary Harmon at the shareholders meeting whether this was a proprietary advance or whether all the manufacturers could do it. He said that he thought it was a Toshiba design change but didn't see any reasons why the other mfrs. couldn't do it.

Dave
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