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: Dave B who wrote (29580)	9/15/1999 11:27:00 AM
From: dumbmoney	Read Replies (1) \| Respond to of 93625

With respect to the other technologies, it appears that each memory vendor is pushing its own standard (VC DRAM, SGRAM, DDR) and by pushing, I mean actively promoting, not just building. Micron is pushing DDR. There's one manufacturer (I forget which one right now) pushing VC DRAM. Everyone is making or planning to make DDR. That's a done deal. You are right about VC (NEC). Can you name a major DDR win? That seems to be the leading contender, and I can't think of anyone who's announced DDR support in a high-volume (based on memory sales) product. Graphics chips, those that don't go Rambus, will support DDR. It's overkill for PC main memory right now - PC133 is the sweet spot.

To: Dave B who wrote (29580)	9/15/1999 1:54:00 PM
From: grok	Respond to of 93625

Dave, I disagree with almost everything you say in this post but I don't have time to reply in detail now. I'll try to get to it tonight.

To: Dave B who wrote (29580)	9/15/1999 10:08:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: I'm not seeing quite the level of cooperation... You're not interested in the alternatives, so you haven't investigated them much. Quite understandable if you're convinced that Rambus is a certain winner. Why bother? VC and DDR aren't competitors, they are complements. Neither collect royalties, so there isn't anything to fight about. VC is supported in chipsets from VIA, ALI, and SIS that are shipping or sampling now and are aimed at Q4 1999 forward. VC is now, DDR is very soon. DDR will be supported in chipsets by early Q1 of next year. VC is being produced by NEC, Hyundai, and Infineon(Siemans). DDR will be produced by everybody. Dan