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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: mishedlo who wrote (42671)5/21/2000 2:38:00 PM
From: Scumbria  Read Replies (1) of 93625
 
Mishedlo,

From the Money Magazine article you quoted:

RAMBUS. Our last pick is pretty clearly the riskiest

Also from the article:

Rambus tackles a critical PC problem. The speed of the microprocessor--your computer's brain--has increased tenfold since 1994, but the speed of memory chips hasn't kept pace. That imbalance is severely limiting the performance of new high-end PCs. your computer can think fast enough to process complex data such as multimedia software, but it must pause repeatedly as it presents it to you.

This is the fundamental piece of misinformation which seems to drive people to investment insanity. Rambus does nothing to improve latency, which is the key factor in memory performance. Bandwidth only becomes important when the memory subsystem approaches saturation. Saturation occurs at higher bandwidths for DRDRAM and DDR than it does for SDRAM.

Scumbria
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