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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 98.21-2.6%Feb 5 3:59 PM EST

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To: pompsander who wrote (44194)6/12/2000 4:58:00 PM
From: Joe NYC  Read Replies (2) of 93625
 
pompsander,

As a marketing guy, I would tell you that I need that product now, right now, yesterday! <g>

But then, the guys like Tom, Anand, Sharky etc. will come out with benchmarks that disprove the point, as they did with Rambus.

I suppose the need was perceived. We moved from the 100 Megahertz FSB to 133 and beyond. CPU speeds move up, up, up.

Even at 133 MHz FSB, the CPU is only capable of accepting 1 GB of data per second - the same amount that PC-133 can provide, much less than single channel RDRAM. The additional bandwidth of RDRAM has no place to go.

But there will be need for higher bandwidth as we move from Pentium III to Athlon and Willamette. Athlon CPU can accept all of the bandwidth of DDR or single channel RDRAM, Willamette is even higher. As the penetration of Athlon and Willamette grows, so will the need for higher bandwidth memory.

Joe
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