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: Tony Viola who wrote (31173)	9/29/1999 6:25:00 PM
From: kash johal	Respond to of 93625

Tony, Re:"I anticipate the 2RIMM solution will be fine. Do you mean fine in regard to: 1. Working solidly electrically, OK waveforms, error rates "normal" for PC memory of this kind, or: 2. Being accepted by the OEMs and end users as providing enough memory vis a vis what was expected, or: 3. Both" My understanding - which may be incorrect is that Rambus RDRAM is limited to 512Mb wether its 1 rimm, 2 rimms , 3 rimms or 4 rimms. Originally they were going to have 4. Then it became 3. Now it almost certainly will be 2. Clearly the lower the number of RIMMS the easier it is to solve the difficult noise/error problems these folks are seeing. My understanding was that were already 2 RIMM MBs completed but Intel/oems chose 3 rimm solution for greater OEM flexibility. It should be easy to verify if this "problems exists" on these boards. If it doesn't we sail on with Camino and Coppermine for November volumes. If there is still an error rate problem, they may have to specify DRDRAM with ECC. In which case I don't know if camino supports ECC RIMMS etc. Or if the the MB's need to be redesigned to support ECC. In the worst worst case they have to redesign camino and maybe the DRDRAM interface-in which case i will dump the stock. With the pressure Intel and the Non-Athlon OEMS are under- Gateway/Dell/HP I expect them to move heaven and earth to support Rambus/Coppermine for Q4 production. In fact if Intel wasn't in a real performance horserace and AMD was floundering with just the K6-2/3's I doubt if they would attempt to do it for Q4 volume. Thats my thoughts for what they're worth. regards, Kash