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

To: MulhollandDrive who wrote (29280)	9/11/1999 5:33:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: Who do you work for? I don't want to imply endorsement of my comments by my employer, so I'll PM. Dan

To: MulhollandDrive who wrote (29280)	9/11/1999 6:47:00 PM
From: Bilow	Respond to of 93625

Hi bp; While researching Samsung's position on RDRAM versus other technologies, I found the following great article. It takes a look at other memory technology changes, and how things changed: Moreover, he said, the benefits of a new generation of memory technology are often overhyped. When the industry made the transition from fast-page-mode to extended-data-out (EDO) DRAM, "At the chip level, that represented a 40 to 50 percent performance improvement," Fusco said, "but when you put it into a system, you were lucky to see 1 or 2 percent." The same fact also held for the transition from EDO DRAM to SDRAM and from the 66-MHz generation to 100-MHz SDRAMs, said Fusco. And in his view, it is likely to hold true for the coming transition to Rambus or DDR. "I don't think the public is going to rush out to buy some exotic memory technology that's going to give a 1 or 2 percent improvement unless the price premium is in the noise level," he said. "If the only way they can get, say, a 533-MHz machine is by opening up their checkbooks, they're not doing it because of that memory but in spite of that memory." techweb.com I don't work for anyone who is a major manufacturer or user of silicon chips, or anything like that. I do contract engineering at small firms. I'm not available for employment in the next six months. Anyone who wants to offer me work can PM me, but I'm not cheap. Most companies either hire the wrong engineers, or aren't willing to pay enough to get the good ones, or both. :) -- Carl