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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST

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To: unclewest who wrote (16015)2/19/1999 7:34:00 PM
From: Dave B  Read Replies (1) of 93625
 
Uncle,

Good find. I said it before -- designing by consortium will never overtake a well-focused, driven company:

"The SLDRAM effort entered the fray relatively late, and, partly because of its committee-bound structure, never caught up with Rambus Inc."

Also, the article says that a 266Mhz DDR 256Mb chip will be available at the end of 2000. So let me understand this, they'll provide (assuming a 4 byte wide data path) a 1.06 GBs transfer rate beginning in 1.5 to 2 years, versus a 1.2 GBs transfer rate in a 600MHz Camino available in 3 or so months and 1.6 GBs in an 800Mhz Camino in roughly 6 months. Can you say "waste of time and money"? By then, the cost premium for RDRAM will be non-existent when you factor in the cost savings for the smaller pin count. And by then Intel will have developed support for multiple processors (if, as someone claimed, that's a problem currently).

So here's my prediction: By late 2000, the DDR consortium will have gone the way of all flesh. Ashes to ashes, dust to dust.

Thanks again, uncle, you made my weekend. (That, plus a 9 3/4 increase in the stock price. And I'll try to be more accurate in my predictions in the future.)

Dave B
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