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

To: Joe Donato who wrote (25219)	7/19/1999 8:55:00 PM
From: Tenchusatsu	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> I already have a pretty good idea. Yet there is no reason for me to believe that the work that has already progressed in the painstaking transition to DRDRAM will be reversed. It is a more revolutionary transition than going from EDO DRAM to SDRAM, and as usual there are players on both sides of the fence, some resisting the change, and some embracing it. But to me, there are only two alternatives: stick with PC100 SDRAM and move that to PC133, or move to DDR SDRAM. The first alternative is relatively easy, but there isn't going to be any performance improvement. It's just picking low-hanging fruit, which is why I call it a stop-gap solution. The second alternative is still vapor; there have been scattered announcements of DDR SDRAM products, but nothing that would suggest critical mass. And DDR SDRAM has its own problems as well, like a new package with different electricals, the "instability" problems that Sony mentioned, performance that might be disappointing (because of the inefficiencies of SDRAM itself), and the higher pin count itself which makes DDR unsuitable for consoles and integrated memory controllers. And I sure haven't heard of any DDR SDRAM chipsets that will enter volume production ahead of Camino, the first chipset to support DRDRAM. There's huge industry support behind the difficult transition to DRDRAM. The alternatives just don't compare. Tenchusatsu