Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: Jdaasoc who wrote (58929)	10/26/2000 5:04:24 PM
From: Tenchusatsu	Read Replies (1) of 93625

John, <Which drives obsolense of memory, price or performance> Remember that when EDO was king and SDRAM was introduced, the hardware enthusiasts only found a 3-5% increase in real-world performance. Then when SDRAM moved from PC66 to PC100, the hardware enthusiasts once again only found a 3-5% increase in performance. Same thing w/ PC100 to PC133. I guess if DDR really does show 10-15% improvement in performance over PC133, that in itself is remarkable. However, I suspect those sizable improvements are affected by two factors: - The much faster ramp-up of processor speeds. For example, AMD is blazing away with 1.2 GHz Athlons, yet they're still very limited by a memory channel that is running at one-ninth the speed of the processor. - Marketing. "TeamDDR" will naturally want to exaggerate the benefits of DDR in order to drive its acceptance into the marketplace. As Intel already proved with RDRAM and 820, real-world performance can be miles away from the rosy scenario that you present. Tenchusatsu

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