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

To: Tenchusatsu who wrote (29590)	9/16/1999 1:35:00 AM
From: grok	Read Replies (1) \| Respond to of 93625

RE: <First of all, what's your definition of "evolutionary," and why is the transition to RDRAM so "revolutionary" compared to previous advancements? To me, things change so quickly in the computing world, so it's hard for me to define anything as a "revolution."> Evolutionary is EDO/PC66/PC100/PC133/DDR/DDR-II/???. At each transition a smooth step is made and there is minimum disruption and minimum risk. It essentually happens due to normal Moore's Law scaling. Minimum cost per bit is maintained. Test equipment is reuseable and is upgraded as test equipment undergoes its own version of "free upgrade" scaling. This evolutionary path stretches back 30 years and came about as cooperation between the dram makers and the box makers. Rambus is not a "free upgrade" but requires significantly larger die area and new test equipment as well as new packaging technology.

To: Tenchusatsu who wrote (29590)	9/16/1999 1:44:00 AM
From: grok	Read Replies (1) \| Respond to of 93625

RE: <Well, why do you think Intel is hedging its bets on PC133 SDRAM? Perhaps the transition to RDRAM is a lot more than the industry can handle at the moment, but the transition will take place.> Huh? This whole controvercy is over the fact that Intel is trying to force the transistion now! So now you say perhaps it is too much for the industry to handle at the moment? What about all the millions of dollars that will be lost by all the innocent people (including many on this thread) if this blows up because Intel thought they could just force something on everyone because they're Intel?