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Politics : Formerly About Advanced Micro Devices
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To: Daniel Schuh who wrote (116979)6/21/2000 6:14:00 PM
From: pgerassi  Read Replies (2) of 1570548
 
Dear Dan:

I am beginning to see that even RMBS is finally agreeing that their solution is good only for systems where the number of memory chips is no larger than 4. Since the largest current chips are 32MB, that puts the limit of a Rambus chain at 128MB. Thus, only low end PCs apply. But high end set top boxes and dedicated game machines are the real market. This is what I have said since my first post on the subject. And the profitability window will close when, the memory requirements for a PC will be satisfied by a single chip and thus integrated like L2 is now. It does not look promising for RMBS long term either.

Pete
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