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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (33877)	10/27/2000 2:38:47 PM
From: TimF	Read Replies (1) of 54805

From a gorilla perspective Rambus has hair. DDR does not, it is continuous and at the end of its life cycle for high end applications - which as we know quickly become low end in the semiconductor industry. Maybe, maybe some DDR 133 will come out this year. I don't know, we are still waiting. The next step is DDR 266. I doubt, even if we do see DDR 133 (which will probably eventually happen) that we will ever see DDR 266. Ever wonder why DDR has been promised for well over a year and yet, time and time again its promised date of delivery keeps getting pushed back. DDR RAM has been in video cards for awile now. PC chipsets useing DDR are imminent (4Q 2000, probably before the end of November, maybe before the end of October). DDR is available up to DDR 230 speeds if not faster. anandtech.com "NVIDIA attempted to lessen the chip’s memory bandwidth bottleneck by using faster memory and pumping up the memory clock from 166MHz DDR (effectively 333MHz) to 230MHz DDR, yielding an effective 460MHz memory clock. This is a hefty increase over the original GeForce2 GTS, and the 39% increase in actual memory clock speed results in an incredible 7.36GB/s of peak available memory bandwidth." Also see anandtech.com If you want to buy some DDR SIMMs you can go to crucial.com There you can order PC2100 memory (133/266) you can also buy PC1600 if you want to save a few bucks, but either is cheaper then RDRAM. Tim

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