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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.1%3:59 PM EST
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To: Zeev Hed who wrote (39968)4/15/2000 1:45:00 PM
From: Scumbria  Read Replies (3) of 93625
 
Zeev,

SDRAM started with about a 10% premium over EDO, and was able to become a standard. Coming from as far out as it is, I don't see how DRDRAM ever gets critical mass to catch up.

From an engineering point of view, the manufacturing issues associated with the high speed bus will always cause yield problems. DRDRAM chips require much faster transistors than DDR, and will always get lower yields.

I believe that I got the 80% from Ten, but I may be wrong.

Scumbria
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