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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.0%Nov 21 9:30 AM EST

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To: Rosemary who wrote (19282)4/26/1999 9:53:00 AM
From: Dave B  Read Replies (2) of 93625
 
Rosemary,

I think you and Bilow might be talking apples and oranges. Bilow is talking about using DDR in low-volume, lower-speed, custom-designed solutions primarily, while you're talking about the high-volume PC business. I think you're both right, especially if, for all those engineers who already understand how to design with SDRAM, DDR isn't that big a change (which it doesn't sound like it is). Both will co-exist, but I would agree with your underlying sense that RDRAM will be the dominant player by far (95+% of new designs by volume). Don't forget that you can still buy almost every form of memory that has ever been developed to date, so even the market share of SDRAM is not 100%.

Dave
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