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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (126476)10/18/2000 10:37:16 PM
From: Estephen  Read Replies (2) of 1579035
 
Rambus is going to triple digits and AMD is going to single digits and this is why.... (now start lieing to yourselves)

From the CC: Tate on DDR for Desktop platforms

"Now there has been much discussion in the industry about DDR SDRAM as a more cost effective, high performance competitor for RDRAM in PCs and servers. RAMBUS is definitely the performance leader. But maybe some people think DDR is good enough. But throughout the year, milestone after milestone has been missed by the various chip companies promoting DDR. The year is almost over and still no DDR SDRAM based PC has shipped, much less even been announced. This is way behind the expectations and announcements of the pro-DDR lobby at the start of 2000. Why the delay? We believe from our analysis and our sources that there are substantial problems being encountered in system stability stemming from a lack of timing margins over the full operating range and lack of standardization between DRAM suppliers. Building one system is different from building millions of systems. Unlike RAMBUS, which provides validation services, nobody does such for DDR. Further, the assumption that DDR SDRAM will have no price premium over SDRAM should be questioned. Why, if there is an advantage in DDR SDRAM will the DRAM industry not charge for the full value of DDR SDRAMs, especially at the start of the ramp when demand exceeds supply just like they did with RAMBUS DRAM? We have been told by several DRAM companies that they expect DDR SDRAM to have a significant cost and price premiums when it finally does come to market for main memory sometime in 2001."

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