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

To: Investartist who wrote (29223)	9/10/1999 8:28:00 PM
From: capt rocky	Respond to of 93625

gee, samsung must be serious about rdram.they hired that crane and everything! rocky . terrific post tim.

To: Investartist who wrote (29223)	9/11/1999 6:37:00 PM
From: Bilow	Respond to of 93625

Hi Investartist; Samsung would love for Rambus to be the next memory standard. This is simply because they have the industry lead in producing them, relative to the other makers. It would be great for Samsung, but not so great for the consumer. RDRAM is a pain in the butt technology to the memory makers, and it is lagging even at Samsung: Samsung Electronics said it has begun commercial manufacturing of 256-Mbit synchronous DRAMs, while NEC Corp. said it was ready to start sampling 128-Mbit Rambus DRAMs in April. techweb.com RDRAM technology is late. It is behind the curve. 256Mb SDRAMs have been available for a long time, but Samsung doesn't have the 256Mb RDRAMs yet. DDR is different. Hitachi is already sampling 256Mb DDR chips, and they have some pretty amazing specs: Hitachi samples 256M DDR part DDR capability will provide a peak data bandwidth of 2.1 Gbytes/second at a core frequency of 133 MHz, and a random access time of 30 ns. ... At sample prices in the range of $200/chip, the market for 256-Mbit DDR parts start at the high end of the server market. Peng said some Hitachi customers load 100 Gbytes of main memory in a system, requiring as many as 400 DIMMs for modules populated with 128-Mbit parts. techweb.com So why isn't Samsung putting out papers describing their gigabit RDRAM designs? Samsung engineer Hongil Yoon described a gigabit-density DDR* design that operates at 2.5 V and achieves a data rate of 333 Mbits/s.* techweb.com By the way, some manufacturers might be a little wary of relying on Samsung for RDRAM parts, given that Samsung is a competitor in high end computers. In the event of a supply shortage, Samsung would, no doubt, allocate parts to its own users first. Maybe they would do that for competitive reasons, as well. This is why big computer makers never liked to rely on big blue for memory chips: "This will be the lowest-cost desktop platform Alpha has ever had," said Gerry Talbot, chief technology officer of Alpha Processor, here. techweb.com Samsung would love for RDRAM to take over the world, but they are splitting their bets, just like every other memory maker. Because of their lead in RDRAM, they are not going to put out a lot of press releases helping DDR. But they are still developing the technology in house. This is news to some blind RMBS bulls, but is well known in the industry: Morales said he expects most of the players will continue to split their bets across Rambus, 133-MHz SDRAM and double-data-rate parts. "Most companies will try to offer all the memory flavors," he said. techweb.com Article on die size problems by RDRAM supporters: Die size is still a problem but 'we just have to learn to deal with it' "Rambus is this nice, fast, sexy device. You want performance, you've got to pay for it. There is no free lunch," Tabrizi said. techweb.com -- Carl