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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.48+0.3%Dec 24 9:30 AM EST
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To: Bilow who wrote (48943)8/4/2000 4:33:54 AM
From: NightOwl  Read Replies (2) of 93625
 
Hummmm...

I am not sure I understand what you are saying here Carl. I see the part about Fancy Dan interfaces not being needed in embedded memories. That assumption on my part is what gave rise to my M&P question.

But your response also seems to suggest that memory core IP is equally doomed by the progress of embedded logic/memory products. At least I assume that would be a precondition for DRAM to go down the same rat hole that SRAM is currently clogging. (I agree the hand writing is on the SRAM wall, but the PC industry is a slow reader:8)

Maybe embedded is something more than I am grasping. I have always assumed that "system on a chip" is similar to a PCB, in so far as the "system" still has discrete subsystems which are manufactured independently and brought together in some Venusian hell of toxic gases and massive temperature inversions.

But the picture I am getting from your reply is one of logic, memory and any other, subsystem being manufactured in a relatively seamless production process. ...That one is difficult for me to see as a commodity product in my investing lifetime.

I will grant you. In the distant reaches of the galaxy no doubt INTC has erected a secret workshop where they are busily crafting some kind of optometric memory media to put the wammy on this precious RAM that we have all come to know and love. But surely the planet will receive another visitation from a mega bandwidth Big Rock before there is either a will or a way for them to stick that one down our throats! :8)

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