Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.42

+5.5%

3:59 PM EST

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To: Bilow who wrote (77091)	8/9/2001 11:26:24 PM
From: Jdaasoc	Read Replies (1) of 93625

carl: Try to keep the spin up. 4i RDRAM being described is probably at 512 Mbit density using 0.15 or less design rules. I would have to believe that some varients of 512 Mbit SDRAM chips organized to make 128 or 256 MB DIMMS could be larger die size than 512 Mbit 4i RDRAM. I have yet to see non-"niche" market for sub $1,000 desktop computers which will be calling for 8 512 Mbit SDRAM chips organized as a 512 MB DIMMs as standard fare anytime soon if the actual cost for the DIMMs were at acutal cost plus decent profit margin being charged for them. What I am saying if your truely listening is that at 512 or 1024 Mbit density SDRAM devices there is no mass market for 8 chip SDRAM/DDR DIMM with a total system memory capacity of 512 or 1024 MB. However, if you organize the memory to make lets say the mass market 256 MB DIMMs using 4 - 512 Mbit chips or a 256 MB DIMM with 2 - 1024 Mbit chips I would have to beleive the 3% less die size for 4i RDRAM is beleiveable. My link is real and the 3% smaller die size is plain as day. Your spin is bogus and out of control. wirelessweek.com I knew you would bring on the cost lack of acceptance issues to throw back at me. So, I will prefice all my posts to you with the following preamble so you will not have to post anything but valid on the mark debate to my questions. "I don't disagree with you that RMBS is a bad investment at the current moment, that latency has been shown to be higher, cost per MB is about 3 times higher than DDR, and that public preception about Rambus and and RDRAM is bad but I haver a question to raise" john

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