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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.16+2.0%1:36 PM EST
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To: sylvester80 who wrote (58887)10/26/2000 2:33:10 PM
From: Jdaasoc  Read Replies (1) of 93625
 
sly:
that DDR is slower than PC133 SDRAM as the i815 has shown to be 10+% faster than KT133

Bert Mccomas recent results, the biggest DDR cheerleader, prove only that DDR is 10-15% faster than 815e with SDRAM. However, his additional results for the VC820 with RDRAM at 933 MHz, an obsolete chipset platform, are within 10% of DDR.

840 beats 820 hands down by 20-30% and 850 would be mosy likly a similar improvement over 840, there is no way that INtel is losing performance title to AMD any time soon.
DDR only avenue for usage is keeping a low cost added over SDRAM for that additional 10% performance. Any system with a base price of $1500 will be configured with RDRAM. Any system below $1500 will be configured with SDRAM varients. For 10% performance improvement, people would spend only 10% of $1,500 for DDR memory solution over SDRAM. If DDR motherboards don't come down from $200, then there's the bulk of your $150 difference. Entry level motherboards are worth about $75, so that leaves very little money that people will be willing to pay for DDR memory itself.

From the MM side, that means that systems vendors will expect DDR memory to cost nearly the same price as SDRAM.
So much for windfall profits for the MM if memory market stays soft and they adopt DDR memory in large volumes.

john
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