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.

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

To: Alan Hume who wrote (28762)	9/6/1999 7:46:00 AM
From: wily	Read Replies (1) \| Respond to of 93625

Alan, As I understand it .18mu process is REQUIRED for the higher speed Rambus chips -- not just helpful. This is probably part of the reason that Micron used the Intel money for implementing their .18mu process rather than going to work directly on Rambus. And also probably the reason that Intel went along with it. Now, as the time draws near when testers will be available for volume work, Micron is making the move (or making noises) to produce in volume. Sounds like pretty good timing. As far as the cause of the delay in June, wasn't that just more of the same thing that started near the beginning of the year? Bilow was talking about that design flaw a few posts back. We heard about that a long time ago but I don't remember seeing much, if any, discussion of it on this board. Maybe I missed it because I was gone for a while. I think it would be helpful though, to try to go over the history of Rambus and discuss the delays and their causes and how they were represented to the public and dealt with by the various companies (Intel, Rambus, DRAM manu's and PC OEM's). I'm very curious about Micron's intentions now. I posted a question on the Micron thread the other day about this but haven't heard back yet. w

To: Alan Hume who wrote (28762)	9/6/1999 10:44:00 AM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: 0,18µ technology will help the yield, but when is it coming, and when it does come it will lower sdram costs too. And, for a given generation, per chip capacity for rambus is half that of other DRAM types. So as Rambus has gone from 64 to 128 megabits per chip, SDRAM has gone from 128 to 256 megabits per chip. When rambus is at 256, SDRAM will be at 512, etc. Because of this, the cost of rambus may stay at roughly twice that of SDRAM for longer than was expected. Dan