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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 105.92-0.9%2:26 PM EST

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To: Michael Wilson who wrote (2420)11/24/1997 12:14:00 AM
From: Craig Richards  Read Replies (1) of 93625
 
Michael,
Thanks for sharing your colleague's evaluation of Rambus technology. One thing I don't understand about the evaluation. In the beginning he states that the only Rambus advantage is that there are less interface pins required by using Rambus technology. In regards to speed, he says "It means it (Rambus technology) does not make the fundamental DRAM access any faster." Yet he says that Intel is interested in Rambus technology because processing speeds are outstripping memory speeds. This gives the impression that the Rambus technology does in fact increase memory access times. If this is true, why is no mention made of this in the beginning of the review? Also, when talking about competing technologies, he talks about their speed, and doesn't mention the number of pins required by them. Once again, it sounds like speed is the major consideration here. So I'm confused by your colleague's report. Does Rambus technology increase memory access times or not? If it does, what kind of improvement should be expected? If not, why is Intel interested in it?

Craig
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