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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 209.04+0.7%3:59 PM EST

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To: Monica Detwiler who wrote (81287)6/1/2002 7:39:08 PM
From: semiconengRead Replies (2) of 275872
 
Elpida makes Rambus DRAM production plans
By Anthony Cataldo, EE Times
May 31, 2002 (7:04 AM)
URL: siliconstrategies.com;

Listen, I've never been a fan of Rambus the Company, but putting personal feelings aside, and I know I'll probably get flamed for this, but I've always been a fan of Rambus's Performance Potential. I've never been a fan of it's cost, but the recent crashing of the whole dram market has brought Rambus into my "Cost Window", despite it still being for the most part more costly than DDR.

The thing is, as intel has scaled it's P4 above 2.4GHz, I've noticed an overall change in web site reporting about Rambus Equipped Systems. While the general tone during the PC600/800 days used to be like: "Generally Not much better, and WAY more expensive, so don't waste your money", the reporting in recent articles has been more like "Yeah the performance with RDRAM is..... WAY better than DDR equipped systems, but it's still more expensive then DDR". I can't recall any "don't waste" statements lately.

The point is, as frequencies have scaled higher, it now seems to me, that the attitudes of the reporters is quite diffderent then it was a year ago, and apparently some are now of the opinion that the added Performance for the added expense of Rambus, may be starting to be worth it.

Flame Awaaaaaaaaayyyyy......

Semi
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