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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Voltaire who wrote (23880)12/10/2000 6:48:19 PM
From: J Krnjeu  Read Replies (1) of 65232
 
Hello Voltaire, RMBS Question.

I think these trials with IFX, MU and Hyundia are over SDRAM and DDR. If that is true and RMBS loses the trial with IFX why should that be the dead blow for RMBS.

My thinking is that since SDRAM is old technology, soon to be obsolete, and will have a shrinking market share why will that be such a blow to RMBS. It seems the new default industry standard memory will be RDDRAM.

DDR appears to be a short term fix for fast memory if they can ever get it to work.

Was just thinking about this, am I wrong?

Thank You
JK
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