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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (66164)	7/19/1999 11:13:00 PM
From: Charles R	Respond to of 1574589

Scumbria, <DRDRAM utilization is a chicken and egg problem. People don't use it because it is too expensive. It is too expensive because people don't use.> We share similar perspectives on this one. The bad thing here for Rambus is PCs drive volumes. Playstation II is good but not quite sufficient. Doesn't his remind you of the AMD story - hopes for the next Q keep the hopes up and what looks like next quarter is actually next year - traders typically do better in this environment than longs until (if) the dream comes true! Chuck

To: Scumbria who wrote (66164)	7/19/1999 11:24:00 PM
From: Ali Chen	Respond to of 1574589

<It is too expensive because people don't use.> You are overlooking a tiny factor here. It is really tiny - the RAMBUS implementation requires sup-nanosecond setup and hold times on the bus. This is an order of magnitude jump in board engineering to get into 800MHz. When you are using a single soldered chip, it can be done, with some sophistication. But once you want an expandable and upgradable system, you are in a big trouble. Maybe you are right about graphics. However, the history tells us that the cheap graphics memory comes via the huge volume of system memory. Not in the opposite way. Regards, - Ali