Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.01

-0.2%

9:37 AM EST

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To: Dave B who wrote (14645)	1/29/1999 5:55:00 PM
From: Dave B	Read Replies (2) of 93625

.... Message 3 .... * Instat says that computer DRAM (main memory & graphics) is about 50% of the total DRAM usage. This is where the 50/50 number came from. Incidentally, the 50% that is Other also includes Workstations (PCs and Workstations would add up to 65% of all DRAM). * Intel decided to go with Rambus 2 years ago (over SLDRAM and DDR) because it had a higher effective transfer rate (again, the bits per pin thing). Also, since Rambus has fewer pins, it's "cheaper" (after all system costs including size of the motherboard etc. are factored in). Also Rambus can come in smaller segments (8M and 16M instead of 32M). [My note: this is probably not important for the PC market, but could be for the Other usages] * DDR does not actually double the effective transfer rate because the address data rate isn't doubled. The effective transfer rate of 200Mhz DDR is only about 20% greater than 100Mhz SDRAM * Cyrix's M3 MPU will have 2 Rambus channels directly on the processor (for a 3.2 GB/s transfer rate). * Compaq's Alpha EV7 MPU will do 6 GB/sec transfers * Some analyst whose name I missed said that in 2-3 years the Rambus interface will be directly on the processor chip. Again, this locks out any competitive offering whatsoever. * Tate expects Intel to disclose more at the Developers Forum * The trend (in order of adoption) of higher speed memory will be (based on announced design wins): Servers - Rambus/DDR/SL Workstations - Rambus/DDR Commercial PCs - Rambus Basic PCs - Rambus Games, DTV, etc. - Rambus * Instat market share numbers for SDRAM versus Rambus versus Other (roughly, I pulled these from a bar chart): Rambus SDRAM Other 1998 1% 1999 10% 75% 2% 2000 35% 50% 3% 2001 50% 35% 3% Next Message -> Dave B Hi Jeff!

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