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

To: Joe Donato who wrote (25200)	7/19/1999 8:02:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

<COST and availability is my point. What's yours?> The long term. Cost will favor Rambus in the future. The technical explanation gets rather involved, but suffice to say that Timna, Intel's next processor for the sub-$500 PC, as well as the next-generation game consoles will all be using DRDRAM. Availability is always a concern when a new memory architecture ramps up. Yet with Intel's unwavering support for Rambus (despite the PC133 "evaluation"), you can bet that production problems will only be short-term. Take EDO DRAM vs. SDRAM for instance. EDO DRAM was deemed more cost-efficient and easier to manufacture than SDRAM. Plus some people thought no one will notice the miniscule performance benefits of SDRAM over EDO DRAM at the time. Yet SDRAM is now the ubiquitous solution, to the point where the abundant supply is causing SDRAM prices to drop below EDO DRAM. What's stopping DRDRAM from replacing SDRAM the same way that SDRAM replaced EDO DRAM? Tenchusatsu