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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 98.83+0.8%3:59 PM EST

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To: Bilow who wrote (41661)5/8/2000 8:07:00 PM
From: visionthing  Read Replies (2) of 93625
 
Bilow, milo, ali...
Our benchmarks clearly show the performance edge the Intel i820 chipset equipped with Rambus memory has over the other chipsets.

In summary, we?re confident that Rambus will continue work on improving the performance of its technology and lowering the price of RDRAMs. Due to the growing demand in memory bandwidth, the arrival of GHz CPUs, Gigabit Networking, real time audio/video and the ever-growing demands of today?s software, we?ll soon run into memory bandwidth problems. RDRAM is not perfect, but it is currently one of the most promising solutions to bandwidth, latency and propagation delay problems, and it is scalable, a distinct advantage. It still is expensive, but that's partly because it's new and the market has not caught on yet. Once more manufacturers start producing RDRAM and it becomes as readily available as SDRAM now is, we will see its prices dropping, too.

We think it is about time to step away from the endless price/performance discussion and open our eyes to the potential Rambus Direct RDRAM has to offer. We?re not saying you shouldn?t keep an eye on good value, but due to all the negative press Rambus and Intel have gotten for adapting this new memory architecture, the focus hasn?t been on the performance potential of Rambus, but on the price and supposedly poorer performance of Rambus modules.

Given the technological advantages Rambus Direct RDRAM offers over current and upcoming memory technologies and its scalability we?re confident that once prices start dropping and the technology becomes more commonplace we?ll value its performance, bandwidth, robustness, and above all its scalability.


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