Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: Glenda King who wrote (48869)	8/3/2000 12:14:28 PM
From: Ian Anderson	Read Replies (2) of 93625

Glenda, Thank you for your kind words. There was one valid point made by Carl in response to my post, that the change in signal levels in DDR will help reduce the EMC (radio interference) problems that happened with PC100. His comment that DDR must be OK because its going to be used in servers is bunkum. In servers the size of the memory is often far more critical than the speed, and DDR servers will use the slower DDR200, and will add extra buffers, further slowing the signals, in order to distribute them to the large number of memory chips required. Actually this argument probably doesn't matter much since RMBS gets royalties on DDR too. My concern is that the industry's uncertainty about which way to go will delay the move away from SDRAM, to either DDR or RDRAM, or a mix of both. That would be bad for the longs. Good luck Ian

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