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

To: Tenchusatsu who wrote (30690)	9/26/1999 3:36:00 AM
From: The Prophet	Read Replies (1) \| Respond to of 93625

Thanks. Leaving aside current arguments about cost, is RDRAM an inherently more scalable architecture such that, over time, it would extend its lead over DDR?

To: Tenchusatsu who wrote (30690)	9/26/1999 12:06:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: DDR is the only competing technology to RDRAM in the near to mid-term.... I disagree. Take a look at: memoryetc.com Where they list current prices for shipping 143 and 166 PCXXX modules. PC166 is from the same binsplit/process level as Rambus 800, and is what Rambus 800 should be compared to. PC100 should be compared to Rambus 600 (same process/binsplit level). After a cache miss, PC166 will fill a cache line in 60ns at CAS 3 (54ns at CAS2). Rambus, if running ACT instead of STBY, at full 400/800 speed, at best 40ns binsplit, takes 70ns - and that speed of rambus isn't here yet. DRDRAM, SDRAM, etc. are all RAM - Random Access Memory - which by definition must support and is most often challenged by random accesses to memory - not streaming accesses. PCXXX is a superior technology for Random Access Memory and may be a very significant alternative to Rambus in Q1 and Q2 of next year. And PC166 can run in motherboards which were designed for speeds no greater than PC100 - imagine how reliable it will be for motherboards and chipsets designed for it. Usual disclaimer: I think that if Intel elects to support Rambus no matter what the cost is to Intel in terms of money and market share, Rambus will do just fine, despite its performance limitations. Dan