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

To: Tenchusatsu who wrote (30209)	9/22/1999 10:55:00 PM
From: grok	Respond to of 93625

RE: <Dan, now this is new. Where did you get the idea that Rambus is going to be a generation behind in memory density? Tenchusatsu> If I may answer for Dan3 I think he bases this on the Rambus die size penalty which is reported as something like 25%. As each new density generation starts to become feasible it seems natural that it will take longer to become mainstream for chips that are 25% larger. So Rambus will move to new densities later than sdram does. Go check out the Samsung website. You can see higher density sdrams than rdrams.

To: Tenchusatsu who wrote (30209)	9/22/1999 11:29:00 PM
From: Dan3	Respond to of 93625

Re: Where did you get the idea that Rambus is going to be a generation behind... It's what all of the manufacturers data sheets present. Currently shipping 128 rambus, 256 SDRAM. Just being introduced or scheduled to be introduced by Q1 or Q2 (depending on the manufacturer) 256 Rambus and 512 SDRAM. This is the main reason that the server OEMs have pretty much unanimously rejected Rambus. Costs per die are similar (or will be once Rambus is in volume production. A 128mbit rambus die is somewhat smaller than a 256 SDRAM die since it is only 23 to 35% larger bit for bit, but it requires more expensive testing and packaging - as well as a process qualified for a 400MHZ part instead of a 133MHZ or 166MHZ part. By the end of 2000, rambus hopes to get the cost difference down to 50% - but that is a while from now. Dan