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

To: J_W who wrote (26636)8/8/1999 12:02:00 AM
From: Dan3  Read Replies (2) | Respond to of 93625
 
Re: What is your source on this die size increase?

I can't recall - and could easily be wrong - it's a recollection from an article that said that rambus should only cost 40% more than SDRAM, despite some reports of initial samples going for quite a bit more than that.
The 40% probably included the 5% royalty (which takes us down to 35%.

If I can recall the article, I'll post the link, meanwhile, I'd be inclined to go with your EBN report.

Dan



To: J_W who wrote (26636)8/8/1999 1:52:00 AM
From: grok  Respond to of 93625
 
Dan3: <Trouble is, as clever as this design is, it increases the die size around 40%>

Jim Wolf: <Dan, What is your source on this die size increase? Previously reported by EBN back in June: As for Direct Rambus, its dice are 15% to 20% larger than SDRAM dice.>

Cost increases by about 40% currently mainly due to die sizes being from 12 to 25% larger.


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