Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.18

-4.3%

3:59 PM EST

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To: Bilow who wrote (42651)	5/21/2000 7:54:00 PM
From: jim kelley	Read Replies (1) of 93625

Carl, It would be a real joke if everyone switched to DDR and then got yield problems and motherboard problems from their new support chipsets. It could happen! In fact it is likely to happen to AMD with their new performance products. Every product transition is accompanied by these risks. DDR is no different in this respect. It also does not solve the longer range problems of Processor memory bandwidth mismatch as the processors move up to 1.4 GHZ and beyond. Thus, I think that INTEL will follow through on its plans and deliver RDRAM for Willamette. It is just as risky for them to go the other direction at this late stage. The last time they tried a contingency plan fro RDRAM they got burnt with the MTH problem. I do not think they will go down this path again. Trying to support a multiplicity of memory types on the same processor is not an attractive solution for INTEL. It is fraught with the type of risk we have seen lately. It is clear that their system test processes are not sufficient to uncover problems like the MTH before volume shipment. This needs to be addressed by INTEL. One interesting point, RAMBUS says it has an operational prototype of its 1600 MHZ RDRAM. This means that that there is no inherent problem in building the 800 MHZ product. Yield problems are common in this phase of a new products life cycle. They are even more common with the microprocessors which are now approaching 1.4 GHZ. AMD has had yield problems with all of its processors. I find the yield argument unpersuasive since it is common to all complex chips.

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