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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.35-0.4%Nov 25 3:59 PM EST
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To: Steve Lee who wrote (63280)12/22/2000 8:06:12 AM
From: gnuman  Read Replies (1) of 93625
 
Steve, re: "the point of the post was not to comment on the granularity advantages of RDRAM, but to comment on how to extrapolate DRAM chips into DIMMs."

Here's a different take on the issues you've made.
About two thirds of DRAM production is now 128Mb, and the percentage is growing.
If we compare P4 to P3 in terms of chips and modules:
Mid - low range PC's typically come configured with 64MB's. For P3 you only need one DIMM module and these 64 MB DIMM's are migrating to four 8Mb X 16 chips. With P4 the minimum configuration is 128MB, requiring four modules. (Two 64MB RIMM's and two CRIMM's). For the minimum configuration the P3 can have half the chips of P4, and one fourth the modules. (Again, I'm using 128Mb chips, the bulk of production today).
If we do apples to apples 128MB systems, P4 and P3 both require 8 chips, but P3 does it with one module vs four for P4.
And when expanding to 256MB, you need to buy two RIMM's for P4, vs one DIMM for P3. (Both require the same number of chips using 128Mb).
In a couple of years 256Mb will have the larger share of chip production. I suspect the low end P3 will be configured with a 128MB DIMM requiring just 4 chips. (Four 16Mb x 16). The dual channel requirement of the current P4 configuration tends to negate any advantages granularity might provide.
Another impact of "Moore's Law" is that Mb growth is basically free. Bit's/device double periodically at no increase in price over time.
JMHO's
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