Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.40

+5.4%

Dec 19 9:30 AM EST

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To: richard surckla who wrote (48775)	8/2/2000 8:08:59 PM
From: Jdaasoc	Read Replies (1) of 93625

rich: ALI said they were only sampling at this time and didn't expect to go into production until sometime in Q4. IWill says, they will need at least 3 months minimum after ALI's final revision Intel invested hundreds of millions of dollars in developing RDRAM with 820 and 840 chipsets only to find out that performance benefits can only be found under certain heavy load multitasking situations. Do you honestly think AMD, ALI and Iwill have pockets as deep to pull off DDR sucessfully. My opinion is Yes and No. Either the product will be sold as a cheap as SDRAM solution and it will be as flaky as a lot eariler AMD K6 based motherboards with quirky Tawainewse chipsets that made many people swear off AMD CPU's. Or the costs of working out the bugs of DDR circuitry makes it a pricey boutique solution like 820 chipset with RDRAM is now. In that case, DDR better kick RDRAM's butt performance wise if it costs about the same. john

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