Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.20

-3.3%

Nov 20 3:59 PM EST

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To: richard surckla who wrote (43878)	6/9/2000 3:49:00 PM
From: jim kelley	Read Replies (3) of 93625

Richard, Re: Why Carl's interpretations are wrong! RDRAM is still a new technology. The OS drivers have not been written/rewritten to take advantage of its architectural features. When these drivers are ready all the benchmarks will have to be redone for the 820 and 840 Platforms. These new benchmarks will show even greater improvements than the earlier ones. Also, it is clear that many of the criticisms of RDRAM RSL bus lodged by Carl apply also to DDR-II, i.e., Carl does not like the transmission line bus that RAMBUS uses. However, DDR-II will have the same problem of a very high clock rate together with a large number of data traces. DDR-II will require transmission line designed busses similar to RDRAM. So Carl is actually arguing against DDR-II by extension. This leaves DDR as a dead end technology. This is why Carl is wrong. The other problem of course is that Carl is has an agenda which is intentionally destructive to RAMBUS. By the way, that is what INTC thinks. DDR is a dead end technology! That is why they went to RDRAM. Looks like the market awaits the retail and CPI numbers early next week to confirm todays benign PPI numbers. :)

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