Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 89.49

+2.0%

1:09 PM EST

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To: Jdaasoc who wrote (49158)	8/7/2000 8:54:31 PM
From: Bilow	Read Replies (2) of 93625

Hi Jdassoc; Re Rambus' 33% performance enhancement for 800MHz RDRAM... This is too little % increase to bother with. DDR speeds are expected to double over the next year, and with prices well below RDRAM. Why would a designer go with RDRAM when the chips cost more than DDR (and are certain to cost more in the future), could go on allocation at any time due to the Intel chipset mistakes (with few memory makers), require much more complex design methodology, have a known lack of robustness, don't give better performance, and require royalties? The fact is that every recent consumer or graphics design win was DDR (or SDRAM), in particular Dolphin and X-Box. Those design wins came *before* it was totally obvious that DDR was a winner in the mainstream PC marketplace. Going forward it becomes harder and harder for Rambus to pick up design wins. The company's only hope is to collect royalties on DDR, but that will not save RDRAM from an early grave. (But it would put smiles on the faces of the stockholders, I believe.) -- Carl P.S. Kanadjian said he is confident OEMs will want to design-in the chip because of DRAM makers' strong show of support for it. BWAHAHAHAHAHA!!! Okay, maybe Sony will upgrade the PS2, as they're already quite entangled with the RDRAM tar baby. -- Carl

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