Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.04

+1.8%

Dec 3 3:59 PM EST

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To: Knight who wrote (73111)	5/17/2001 11:01:42 AM
From: Sun Tzu	Read Replies (1) of 93625

1) RDRAM will eventually win out over DDR because it has superior characteristics which will become more apparent (and, hence, compelling) as CPU speeds increase. Let's debate this for the moment (I agree with your second point). Tell me why you see DRDRAM is so much more superior than the best DDR. THEN, bring that in the context of price/performance. And take into account that most DRAM makers will do their best to avoid paying Rambus if they can. The way I see it, Rambus has a chance to corner the big servers from SUNW, HWP, and CPQ. But I don't think it will make it to the main stream desktop (business or personal) anytime soon. This is because (a) most PCs are already more than adequate for the job and do not benefit from any improvements RDRAM brings on top of DDR. And (b) Rambus has to fight extreme resistance on the part of memory makers. So I find it more likely that MU, IFX, etc will get together and develop a competing technology rather than pay Rambus for it. The recent court ruling makes it so much easier for this. Now if there are reasons that over the next year 30%-60% of all DRAM sold needs to be Rambus', I am all ears. regards, ST

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