Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: tinkershaw who wrote (75260)	7/2/2001 1:24:36 AM
From: Scumbria	Read Replies (3) of 93625

Tinkershaw, Nvidia has shown off a two-ported DDR system already. The claims of technical impossibility seem moot. The real issue at this point is politics as much as engineering. Intel has chosen to make i845 a lower performance chipset than the i850. This will have the effect of making the P4 RDRAM systems high performance, and the P4 SDRAM systems low performance. Rambus marketing will now have a reference platform to make a claim of RDRAM's superiority (something they never got with PIII.) This is exactly what Rambus needs to make their big move into the PC marketplace. With the RDRAM/DDR price delta rapidly diminishing, I believe Intel has defined the winner in the PC marketplace to be RDRAM. Scumbria

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