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Politics : RAMTRONIAN's Cache Inn
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To: NightOwl who wrote (7480)7/19/2000 1:12:07 PM
From: hhieslmair  Read Replies (1) of 14464
 
Hi NightOwl,

My concern is that the RMBS patents cover something so broad that everyone making high speed memory has to pay royalties. In my opinion, if RMTN has to pay royalties to RMBS (making their memories more expensive) then RMTN memory will not be a compelling alternative to the other memories on the market despite higher speeds. On the other hand, if royalties to RMBS are not required, RMTN memory becomes compelling (even if more expensive) as DRAM fabs and box makers use RMTN as leverage to RMBS. As you said:

>On the other hand, the existence of RMBS and its alleged "performance" advantage, has pressured the memory Fab guys and chip set guys to come up with alternatives to the "closed system" proprietary designs that RMBS is pushing. That's an open invitation to the small fry like RMTR to rush in and fill a need.<

Apparently RMTN memory is significantly faster - "The HSDRAM reference design running at 800 MHz achieves 28% to 49% higher performance on the OfficeBench multitasking benchmark than similar systems using Direct Rambus DRAM and PC100 SDRAM, respectively. " I wonder how much more expensive HSDRAM is to DRDRAM.

Hmmm. I didn't realize performance was 30 to 50% better - that's significant. I guess that changes my reasoning a bit. Even with royalties to RMBS, high end market will demand RMTN.

How long to volume shipments of RMTN memory is available? The news (http://biz.yahoo.com/bw/000616/co_ramtron.html) said - "... with initial product supply beginning in 2001." So I guess we will have to wait a few quarters for RMTN balance sheets to show good growth.
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