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

To: Dave B who wrote (28579)	9/2/1999 8:40:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

The 1.6-Gbyte/second peak bandwidth for the full-speed RDRAMs compares with a peak bandwidth of 1.06 Gbytes/s for the PC133 SDRAMs. "By tuning the system, we can get 90 percent effective bandwidth [compared with peak]," against about 60 to 70 percent for SDRAMs, MacWilliams said. "Overall, RDRAMs offers about 30 to 33 percent more bandwidth for memory-intensive applications." dave, previous press reports quote mcwilliams as saying 3x the bandwidth...intel site says rambus provides 300% bandwidth performance... this guy's own numbers conflict with his statements.. 1.6 x 90% = 1.44 1.06 x 65% = 0.69 that is over a 200% difference...he must be a harvard man! unclewest

To: Dave B who wrote (28579)	9/2/1999 9:14:00 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

.< As companies buy new desktops based on the Windows 2000 operating system, most will opt for Rambus models that will provide performance headroom for three years on average, he said. > Dave, this is the point we were discussing this morning. IT managers are under pressure to purchase hardware with adequate useful life to satisfy the accounting department's depreciation and amortization expectations. For a little more money, the capabilities provided by Rambus virtually guarantee the ability to run any app likely to appear in that time frame, and maybe a while longer. It will be an easy decision to defend to the beancounters, especially with Windows 2000 right around the corner, and all the derivative software likely to follow. Did you note the quote in the EE article about Dell expecting to have one-half the DRAMS it buys to be Rambus products. That is a lot of DRAMS! The penetration percentages keep going up.

To: Dave B who wrote (28579)	9/2/1999 11:28:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: << IT managers can run data backups, virus checkers and other "touches" to the networked PCs while the user continues to work with applications. An IT manager could run a Laplink connection to a desktop and still leave the user with 85 percent... >> That was typical Rambus inanity, virus checkers and backups tie up disk i/o, and backups tie up network i/o as they read from or write to files, memory bandwidth isn't the bottleneck. Dan