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

To: Bilow who wrote (28721)	9/5/1999 5:33:00 AM
From: John Walliker	Read Replies (1) \| Respond to of 93625

Bilow, John Walliker seems to feel that Rambus will give the user a more inherently reliable memory product. This is silly, given that the rambus technology has already demonstrated that it is having manufacturing trouble. I work with high speed digital interfaces every day, and am quite sure that it is going to be a lot harder to get technology to run at 800MHz than at 250MHz. The delays in production bear this out. To suggest anything else is at best silly. Later, when your rambus machine is available, they are still going to suggest that you not swap chips (which might be impossible to do for the average user, anyway). Yes, I do feel that Rambus gives an inherently more reliable product and I have explained why several times already. I too have worked with high speed digital interfaces, starting with digital television in 1974 and currently with digital signal processors and FPGAs. I have also worked on microwave systems. Whether or not I am being silly, time will tell. John

To: Bilow who wrote (28721)	9/5/1999 1:02:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 93625

Bilow, I work with high speed digital interfaces every day, and am quite sure that it is going to be a lot harder to get technology to run at 800MHz than at 250MHz. It's 400 MHz, not 800. Data is available on both edges of the clock, aka double-pumped, yielding the 800 Megabits per second you hear. 400 MHz is not exactly low frequency, either, I know. Tony

To: Bilow who wrote (28721)	9/5/1999 7:24:00 PM
From: grok	Respond to of 93625

RE: <Regarding AMD and DDR, KZNerd posted that the AMD Athlon sales would be constrained by lack of DDR SDRAM> Nope, not me! The only thing even close to that is that I wonder if Coppermine sales will be constrained by lack of drdram. But the only thing that can constrain Athlon sales is AMD manufacturing.

To: Bilow who wrote (28721)	9/5/1999 8:09:00 PM
From: grok	Respond to of 93625

RE: <I earlier referenced the fact that modern packaging is providing more and more cheap pins per package, thus reducing the requirement that high bandwidth be provided per pin. Reduced pin count is rambus's only essential reason for existence.> Yes, pin count has been slowly growing. Not nearly at a "Moore's Law" rate but it does grow. Also memory per system has exploded so there is no granularity problem. Both is these growth trends delay the need for Rambus. Today Rambus is struggling with all the technical and infrastructure problems at a time that it is really not needed in the market because pin count and granularity are still future problems. I am still amazed how Intel has tried to ram this down the industry's throat to fix something that ain't broke.