Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bill Jackson who wrote (67227)	8/1/1999 1:56:00 PM
From: grok	Read Replies (2) \| Respond to of 1573917

RE: <From what I read Rambus costs 3-4 times as much as what is currently the volume leader.> Prices are about 3x the cheapest sdram today. Most of that is due to business reasons like sdram selling below cost and dram makers having big conversion costs for testers and trying to make a little gravy on drdram shortages. This all adds up to: No way can rambus take off like a rocket ship and conquer the world in 1999. But I believe that drdram actually has a cost penalty of about 40% and this penalty will be reduced over time as the rac shrinks relative to the dram core and ddr-sdram die size grows a little. In 2-3 years the price differential will likely be much less. Testing is a problem and new test equipment is needed and this limits drdram availability in 1999. But they can be tested and eventually the testers will be in place. Time will fix rambus' biggest problems. It's just been rushed too much and the PC infrastructure can't change that fast. Maybe intel has finally realized this.