Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Zeev Hed who wrote (42664)	5/21/2000 12:14:00 PM
From: Scumbria	Read Replies (1) of 93625

Zeev, all that is required is "narrower" specifications or better tolerances, I view this as an integral part of the learning curve. Theoretically this is a nice concept. The fact is though that higher speed requirements result in lower yields. As the learning curve improves, so does the speed requirements. DDR has a wide datapath, and does not suffer the high clock speed requirements of DRDRAM to achieve the same bandwidth. Competitive DRAM manufacturing requires very high yields, and I have seen no indication so far that RDRAM is competitive. As an investor, you should not ignore the fact that the DRAM manufacturers walked out of the Intel meetings. You seem to be turning a blind eye to the facts in front of you. Scumbria

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