Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 93.35

+2.2%

3:59 PM EST

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To: Scumbria who wrote (66208)	2/19/2001 8:06:06 AM
From: froland	Read Replies (2) of 93625

Scumbria: Had the MM's been looking forward, they might have developed a high bandwidth memory technology years ago. Since they didn't, it left the door open for RMBS. What the MM's don't like is having to react to RMBS for the past 10 years. They still haven't been able to standardize and place into general availability (GA) a rival to RDRAM. DDR appears to be at least 12 months behind RDRAM. Just like Beta and VHS both had their merits, so do DDR and RDRAM. Which one is better is debateable. RDRAM seems to have gotten out of the gate earlier and the question is can DDR catch up. I'm not certain we'll see DDR in a PC go GA in the first half of this year. By autumn, it may be too late. If it's next year, the race will have already ended. froland

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