Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Bilow who wrote (40309)	4/19/2000 6:17:00 AM
From: Bilow	Read Replies (3) of 93625

Hi all; DDR Design wins of March and April 2000: Celestica ships DDR memory modules techweb.com Nanya eyes top-10 supplier spot Taiwan-based Nanya Technology Corp. will start sampling a double-data-rate 256-Mbit SDRAM chip in the third quarter and a 128-Mbit DDR in the fourth quarter as it attempts to become a major memory-chip supplier. ... The company is looking to expand to embedded DRAMs as well as Direct Rambus, although it's not engaged in licensing discussions for the latter. "We're waiting to see how Direct Rambus does in the market before making any decisions," Hurley said. techweb.com In other words, DDR is known to be a technology that will be important 2 years from now. RDRAM is still an unknown, at least to the memory industry. They expect DDR to take the market, but are hedging their bets by doing some preparation for RDRAM. They are hedging their bets, but the bulk of their efforts are going towards preparing for the move to DDR, not RDRAM. This thread being a fantasy thread, there has been speculation that Microsoft's X-Box will use RDRAM instead of DDR, as has been widely reported in the press. New design wins are going to DDR, not RDRAM. Here's a direct quote from Nvidia: "We have no stated plans to use Direct Rambus DRAM yet," said Nvidia's Vivoli. "In all of the research we did leading up to our soon-to-be announced parts we determined that we can get as much or more bandwidth out of high-speed DDR." (And DDR is cheaper) techweb.com And of course we all know of the recent very big news from Via, viatech.com . What hasn't been mentioned is that Via now includes a (rather droll) link to dramreview's technology usage page, calling it "unbiased." -- Carl

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