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

To: kash johal who wrote (24341)	7/8/1999 9:47:00 PM
From: unclewest	Respond to of 93625

>>Oh well....who knows why all these DRAM folks are producing DDR memory when nobody will want it.<< kash, the ceo of rambus explained ddr this way at the feb shareholders meeting. ddr will probably get to market for a single iteration while the ramp up to rambus memories is in progress. since then we have learned a lot about ddr. tench, jim, scumbria, dave, alan, timothy and many other techies have explained the technical advantages of rambus. ddr has no advantages other than being a little faster than sdram 100 and a little cheaper than rambus. ddr is not a replacement for rmbs it is a replacement for sdram. i am looking for rambus to have about 50-60% 0f the dram market in 2001 and hopefully 90% in 2002-2003. in the meantime all of those other dram using products will need memory either rmbs or something else. 2 months ago, else was sldram, ddrdram or sdram. else now is presently ddrdram or sdram. sldram folded. the problems i have with pro ddr arguments are these... the ceo of sony said this spring that high speed ddr memory is unstable and sony will not use it. sony is going with rambus. matsushita is going with rambus. ibm is going with rambus. dell is going with rambus. intel has stated repeatedly that they will not support ddr. intel is going with rmbs. i will spare you the rest of the list. the biggest concerns imo are these...rambus is a proven memory. rambus has been in nintendo for years. no one knows anything about ddr except what we have been told by the best high tech companies and they do not like it and will not use it. at least not in place of rambus. no one has ever seen ddr in action. no public or trade show demo of a ddr enabled computer has ever been done. why not? what are they hiding? what problems did sony find? do you know anyone who is not going with rambus? except via. here is a pretty good list of the infrastructure supporting rambus. rambus.com please post a link to the ddr infrastructure. unclewest