Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-1.4%

Dec 1 3:59 PM EST

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To: blake_paterson who wrote (10906)	12/2/1998 10:39:00 PM
From: Thomas C. Donald	Read Replies (2) of 93625

Guys, don't get carried away with the potential uses for RDRAM. Where the speed of current DRAM designs is adequate, there will be no motivation to use RDRAM. This includes most portable devices. Recent news releases have indicated that RDRAM will not be used in large servers. As things seem to be developing, there will probably be two "standards" for memory modules for PCs: DDR DRAM and RDRAM. It remains to be seen which, if either, will prevail. Either DDR DRAM or RDRAM will probably suffice in many speed critical applications such as graphics subsystems. In such cases, the least expensive product to use will be the one chosen. Since there is no reason to believe that RDRAM will be less expensive to manufacture than DDR DRAM, Rambus' royalties are going to be squeezed if RDRAM is used. Remember, RDRAM is no longer going to be the "only choice", as has been assumed by many investors. When there are two choices with equivalent functionality (as far as a given application is concerned), cost will ultimately determine which product is used. For all we know, Nintindo might right now be redesigning its products to use DDR DRAM, in order to avoid Rambus' royalties and other entanglements. Why not?

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