Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Bilow who wrote (44292)	6/14/2000 7:24:00 AM
From: Bilow	Read Replies (1) of 93625

Hi all; Re DDR being a very much viable memory contender... There has been a lot of fantasy projection around here to the effect that DDR really isn't going to arrive soon. Designers know that when one company announces a product there is a good chance that it won't arrive. (An example would be Intel and their recent Camino, MTH, and Timna delays.) But when a lot of companies announce that they are going to supply a part at around the same time, then you can be quite sure that the parts will be available. Because DDR is so widely supported, it has become the new standard against which other possibilities are compared. As an example, note that Fujitsu when touting their FCRAM, compares its advantages against DDR. This is because they know that their prospective customers are considering DDR, and they are trying to squeeze their part into designs by using rule #5 in the previous post to this. Notice no mention at all of RDRAM in any of their memory Q&A, but three mentions of DDR: Q2. What is FCRAM advantage over DDR? Q4. Can a controller for DDR work with FCRAM? Q5. What are typical applications where FCRAM provides benefits over DDR? fujitsumicro.com Toshiba is a second source for FCRAM: toshiba.com -- Carl

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