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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?


To: Jdaasoc who wrote (24331)7/8/1999 7:58:00 PM
From: Tenchusatsu  Read Replies (2) | Respond to of 93625
 
<Why 4 128 MB chips to make 64 Megs. The beauty of RDRAM is 2 256 Mbit chips or 1 512 Mbit chip will do as well.>

Great point! As memory densities increase, you could reduce the number of chips from eight down to four, two, or even one.

All forms of SDRAM (DDR included) must have a multiple of eight chips running in parallel, usually all located on a single module. Each chip can only supply 1/8 of the bandwidth, which is why eight of them are necessary to achieve full SDRAM bandwidth.

On the other hand, each individual DRDRAM chip is capable of transfering data at full bandwidth. The only reason why one would need more than one chip on a channel is memory capacity.

That's why game console guys like Nintendo and Sony are going with DRDRAM. Getting the most bandwidth possible in the fewest amount of chips is key. More memory bandwidth means more performance. Fewer chips translates to lower cost. And memory capacity isn't an issue for them (e.g. Playstation II needs only 32MB of DRDRAM).

Obviously in the short term there are bound to be headaches, such as volume ramp-up, initial price premiums, the old "We don't need the performance" fogies. But I guess that's what makes RMBS stock such a great buy right now.

I'll wait a month or two before I double my cost basis in this stock.

Tenchusatsu