Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.18

-4.3%

Nov 17 3:59 PM EST

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To: Dave B who wrote (45030)	6/22/2000 2:26:00 AM
From: vvga	Read Replies (1) of 93625

Carl, Sure, Rambus will announce a 4x RDRAM this summer. After what happened to their previous technology, how can anyone expect that this new attempt will be warmly welcomed by the memory makers? I'm sure the networking guys will be interested in licensing the technology (see the QRSL announcements). I suspect that from a DRAM point of view, it won't be a factor for a while (and neither will DDR-II, DDR-III, DDR-IV, ad ridiculouseum). The overclockers are already running their 333MHz DDR chips at 400MHz and higher. 600MHz isn't that far away. By contrast, no one has reports of any overclockers stepping up the performance of PC800. Since there are no PC systems using DDR, I assume you're talking about soldered chips. As you yourself have pointed out, there's a big difference in the difficulty in implementing soldered vs. socketed configurations. Where's the DDR-I in PC systems? And how fast do you think the industry will want to move to DDR-IV after they have problems implementing DDR-I? NVidia has been using DDR for quite a while now in their GeForce products -- just like Toshiba/Sony using RDRAM in PS/2. It's not a leap of faith to get to chipsets.

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