Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.90

+1.9%

2:34 PM EST

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To: Technored who wrote (444)	7/5/1997 6:27:00 PM
From: Douglas Perkins	of 93625

Hi Logan, Embedded memory will meet the needs of "sealed box" systems and low end computers - it will not meet the needs of medium and high end systems. Using silicon space for memory means that less is available for cpu design, thus embedded memory is only possible on less than maximum ability processor chips - LSI is talking about a single chip for "controller" prpocessors (TV, Microwave oven, switching boxes, etc.) which is a major and growing market. Intel cpus use the maximum silicon for processor functions - no space is left for memory. The pentium pro has two chips in one housing, with the second chip used as a memory cache (the pentium pro is basicly a daughter card with a two chip set). Using daughter cards to hold memory chips is expensive and hard to test - these problems limit the practical use of daughter card memory. Rambus technology allows memory chip to stay on the mother board, for cheaper construction, but to operate at higher speeds and allows the memory to be shared by multiple processors (embedded memory is a single processor device thus it is used for memory cache functions). To illustrate why multiple processors are a significant memory consideration, look at Intel's super computer delivered to Sandia Labs (intel.com news releases). The super computer is the fasted in the world (for the present) and uses 9200 pentium pro processors. Shared memory is the only way to sync the operation of so many processors (mailboxes, check points, etc.). Intel may wake up to the sub $1000 computer market and produce a low end pentium chip with embedded memory and multi-media functions. Doug

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