Looks like our counterparts on Yahoo have succumbed to the very same addictive pleasures of speculation that have brought me to this pitiable state:8)
messages.yahoo.com
Well "WFLDMD" if you are reading this I assume you have not "healed thyself". So I will give this added explanation.
In general I believe in the value of competition. In fact I adhere to the peculiar notion that the tougher the competition, the better the outcome (i.e., product) will be for those interested in that product's market.
In this case I see RMBS - hated, scum sucking beast that it is - as very likely the best thing that could have happened to RMTR in the market for DRAM.
I see RMTR as THE BEST memory IP available for addressing the need for both high bandwidth and low latency. But because EMS (or RMBS for that matter) is not part of the cross licensing major fabs in the industry it must also be recognized as an added cost for a DRAM fab no matter how good the performance may be.
If RMTR is to survive and prosper in the main memory market it has to convince Fabs, OEMS and Analysts, that they NEED the performance that ESDRAM, DDRES, and DDR2ES-Lite promise to produce.
The perception of NEED can come from any number of sources. In the case of DRDRAM this perceived "need" has obviously come from the copper plated jack boot of the semiconductor industries Borg, a/k/a, the INTEL COLLECTIVE. The Dramurai, being too smart to fall for the false promises of Miracle Memory emanating from the Rambus Romper-Room, had to be paid and threatened with legal assimilation to get their attention.
Nevertheless, through the magic of Madison Avenue and the brut power of The Borg, DRDRAM has fostered a "perception" that faster memory at "reasonable cost" is a good and "necessary" thing for the future of computing and communication. I know this is true because all the Analysts are now parroting the bandwidth is beautiful mantra.
In fact if the Borg had been able to overcome the Enterprising Vulcans and Overclocking Humans at places like Semico, In-Quest, and Tom's Hardware, RMTR may have been hoisted by its own Picard long ago. :8)
But their attack was less than overwhelming and the United Federation of JEDEC has been amassing its resources for a come back. Fortunately for us, we are now full fledged members of the JEDEC Federation and are vying with NEC for leadership of the soon to be released DDRmada. :8)
...But I am carrying this a tad too far.
Suffice to say that the seeds of "need" have been planted. And thanks to JEDEC, educators, the overclockers, and independent analysts out there the EE guys at RMTR are going to get a hearing. ...It won't be a completely fair hearing, but it will be at least sufficiently open to demonstrate that ESDRAM products are in fact the best.
And if the "need" for high speed at reasonable costs, proves to be a real requirement for main memory applications, I have no doubt that RMTR's DRAM IP will dominate.
The big question in my view is whether or not this "need" is in fact a reality and not simply more promotional "art" from INTC. If its real we are sitting in the sweet spot.
If its not, then the Fab guys will go with whatever is cheap and in demand,...and the Borg is tough to beat when it comes to creating "demand" from a bunch of junk.
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