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

To: Bilow who wrote (28856)	9/7/1999 1:18:00 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Carl, Incidentally, Micron is estimating RDRAM as having a cost about 35% higher than DDR, with availability the same, and with total system bandwidth the same: Next-Generation DRAM Product Development micron.com; Not to get picky <G>, but since the Rambus detractors like to point out old data when the Bulls post some, I feel compelled to point out that the document referenced above is from March of this year. The data may or may not still be valid. I know, I know. It's a nit <G>. Dave

To: Bilow who wrote (28856)	9/8/1999 6:26:00 AM
From: Alan Hume	Read Replies (3) \| Respond to of 93625

Carl " More on rambus alternatives... A lot of you know that IBM sold its discrete memory division recently. But they kept the embedded DRAM division. There is a reason for IBM having done this. The embedded technology is extremely important for the future. It completely avoids all the Rambus patents, and it is a lot faster. This is the technology that will eliminate the necessity for RDRAM at the small (in memory size) end. (There is already no need for rambus at the high end, as the AMD Athlon demonstrates, while there is a need for rambus at the low end, particularly dedicated game computers.) Very funny. And how much do you figure 256Mb of embedded RAM will add to the real estate (sic price) of the chip??, and by how much does the added real estate decrease the yield?? Alan