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

To: unclewest who wrote (28041)	8/29/1999 7:16:00 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

Uncle: I had a very savvy IT manager friend make the same point to me a month or so ago. The idea was that it made no sense for a business to commit to PC 133 unless, unless, unless Intel stated a firm commitment to that level of technology. The reasons were much as you stated - if PC 133 is only a way station it makes no sense to purchase a big block of hardware with an anticipated minimum three to four year useful life and then find that you bought the system which is costing more to upgrade, more to support since everyone's attention will have by then turned to the "new standard", etc. He strongly advised that companies in this situation buy the new technology IF it is stated by Intel that it will be supported into the foreseeable future. That is (will be ) Rambus. this point is why I think it will be most interesting to see just how Intel states its support for PC133. If it only gives it a kiss on the cheek, forget it. Move on to Rambus right now.

To: unclewest who wrote (28041)	8/29/1999 8:29:00 PM
From: Dan3	Read Replies (4) \| Respond to of 93625

Re: surely you don't really think intel, dell, ibm, cpq, samsung, sony and toshiba I think they made that decision 3 years ago when they thought DRDRAM would be available 1 year ago and wouldn't cost half again as much as SDRAM. >>you might buy a pc133 machine with one dimm.... more likely that you might buy a Rambus machine with one RIMM, then find it becomes unreliable when you add more. It's harder to daisy chain 400MHZ parts than 133MHZ parts. >>the situation for sdram becomes grim as granularity increases That's nonsense, SDRAM is already being made as x8, x16, and x32. x32 parts are 2 per DIMM for 64 bits. For example, Samsung's SGDRAM, that they are suggesting be used instead of Rambus on high performance video cards, is X32. usa.samsungsemi.com "Samsung's 222 MHz SGRAM provides up to 55% improvement in memory performance compared to today's "best of class" systems, and provides an evolutionary alternative to current and future technologies, such as Rambus© DRAM and DDR DRAM for graphics applications. The device is faster than the fastest 1MX16 SDRAM, and faster than the fastest 2MX32 SDRAM on the market today. On a 64-bit bus controller, the device provides 8Bytes x 222MHz, delivering 1.8Gbytes-per-second, and on a 128-bit bus controller, it provides 16Bytes x 222 MHz, delivering an outstanding 3.5Gbytes-per-second that dramatically enhances graphics performance. This further reinforces the performance differential between graphics and system memory." If Rambus starts to look like a dead end after a few months of low sales due to high price, limited availability, and no performance advantage on real applications, it's Rambus that nobody will want to touch, techies or not. Dan