Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.21

-2.6%

Feb 5 3:59 PM EST

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To: MileHigh who wrote (7001)	9/8/1998 11:20:00 AM
From: REH	Read Replies (2) of 93625

The Rambus technology is a silicon technology. That's not to say that the concept can't be applied to other materials, but at this point, it's getting implemented in silicon. The problem with all these other niche materials/processes is that a niche is all they'll ever be. It takes way more than a good idea for something to be a standard. Bottom line, it takes critical mass of the infrastructure (e.g., memory modules, logic chips that support the interface, testers, connectors, clock chips, etc., etc. -- the list is seemingly endless) -- and getting that critical mass is EXTREMELY hard to do. Even for other silicon technologies (i.e., that's what ultimately scuttled DDR and SLDRAM). Rambus has it.

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