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


To: unclewest who wrote (25656)7/25/1999 12:04:00 PM
From: NHBob  Read Replies (1) | Respond to of 93625
 
whats the password? I keep getting "error 403 forbidden" at the link given: stanford.edu

also anyone have a good link for put/call ratio for individual equities?

thanx
nhbob



To: unclewest who wrote (25656)7/25/1999 1:12:00 PM
From: Matrix_Man  Read Replies (3) | Respond to of 93625
 
Uncle -

Great paper. Very intellectual. VERY UNBIASED. They truly do look at the technology issues from an academic standpoint which i think is great.

Please refer to section 5.6:

Rambus' solution, although touted as a general solution to the DRAM data rate problem, really only addresses a subset of this problem. Rambus really only works for small DRAM sizes typical in desktop or embedded systems. When moving to server sized memory arrays, Rambus provides no better pin data rates overall than soon to be available DDR-SDRAM. Consequently, it is not really the preferred choice for implementing server memory systems. Except for the fact that Intel chipsets will only support Rambus in the future, most PC servers would probably not use Rambus.

My emphasis. Intels unwavering support is crucial in the server market. Also, perhaps this is one problem which Rambus needs to address in the near future.

In addition, although technically, Rambus makes sense for desktop and embedded systems such as graphics due to its higher level of integration, it has a high cost due to traditional SDRAMs due to the overhead of its link drivers. Thus, for low end systems where is makes the most technical sense, it makes the least business sense. Thus, Rambus success really lies in Intel's commitment to supporting it as the primary choice for future PC memory systems. As volume goes up costs should go down, but will never be as low as standard SDRAMs due to the licensing costs that Rambus charges. However, Rambus future is still quite good because, as has been mentioned throughout this paper, those companies that are paying the price of overcoming the high cost and power consumption of high speed signalling now will be better off in the future, since it is inevitable that anybody that wants to be in this business will have to go through this same process.

My emphasis again. Intel's support is crucial. This paper is very interesting. Makes me a bit more concerned over PC133 in the short term. In the long term, makes me more confident that Rambus will win nearly the entire memory market, but that may be 2 to 3 years out.

For the record, long RMBS, and staying that way for now.



To: unclewest who wrote (25656)7/25/1999 2:03:00 PM
From: NHBob  Respond to of 93625
 
Hmm
I'm still mulling over interpretation of an assigned (see paper.doc)student paper, written by Fujitsu employee
stanford.edu ,where I see that the Figure 1.1 conclusion is based on a point not plotted. Never-the-less, in addition to the 800Mb/s Rambus claim you noted, Wilson's section 5.6 other assessments (printed 2 months ago) are interesting:
1. except for Intel's (then) exclusive committment to Rambus, cost would preclude their use in servers.
2. Rambus licensing costs are assumed fixed w/o regard to competitive pressures, and he considers them a permanent limitation to their PC market
3. Any competitor will have to follow the same course and bear the same development costs, so Rambus is ahead of the game.
So it would be interesting to see what grade Wilson got, and whether grading was based on writing skills (pretty good) or validity of research and conclusions (?). Also, if his Fujitsu-based insight has value. Interesting link for an ol' techie. Swept a few cobwebs aside, anyhow; I'll stay long, but keep working the volatility option plays.
nhbob