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

To: grok who wrote (29567)	9/15/1999 10:16:00 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

KZ, With respect to your discussion about the path of memory over the last 30 years, earlier this year I posted a series of articles from 1996 discussing the transition to SDRAM. All of the same things that are being said about Rambus today -- it's too expensive, there's not enough performance gain, etc. -- were said about the transition to SDRAM at the time. It was said that SDRAM would only get a small share of the market. Etc., etc., etc. It was not a smooth transition. It was fought just as RDRAM is being fought today. And since there was no entity guiding the transition, we ended up with incompatible standards (I know because I had to go back to Gateway directly to upgrade my system -- they had selected a spec that didn't win in the end). Intel and Rambus have done a tremendous job in setting up a certification program to ensure that all of the parts will be compatible. I think this is almost a bigger accomplishment than the RDRAM technology itself. Dave