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

To: Tenchusatsu who wrote (25209)	7/19/1999 8:30:00 PM
From: Joe Donato	Read Replies (1) \| Respond to of 93625

The availability issue is not as easy as you might suspect. The technical explanation gets rather involved, but, suffice it to say that DRDRAM is a whole different technology with a completely different package (on the component level), completely different module type (on the module assembly level) and completely different testing requirements (on the component and module level) vs SDRAM. Whereas, SDRAM and EDO DRAM were only slightly different technologies, but were able to share the same packages, testers and module assembly lines. You may recall, that despite these small differences (SDRAM vs EDO DRAM) the migration was still rather difficult. Can you imagine how much more difficult it will be when you mix all these additional variables into the soup? Good luck!

To: Tenchusatsu who wrote (25209)	4/3/2001 10:27:13 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Ten, Here's a classic from you: Message 10571574 "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?"