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

To: Bilow who wrote (31199)	9/30/1999 12:17:00 AM
From: grok	Read Replies (1) \| Respond to of 93625

Carl, are you saying that MCM finally goes mainstream?

To: Bilow who wrote (31199)	9/30/1999 5:50:00 AM
From: John Walliker	Read Replies (2) \| Respond to of 93625

Carl, I have been saying the same thing about integration of processors and memory onto single modules in the future. However, I don't see this as bad for Rambus, because their technology is inherently scaleable to much higher data transfer rates in the future. I don't see how you can seriously utter such a self contradictory sentence as"...due both to the extremely large number of pins, reduced noise environment, and the high data rates available on the extremely short wires attached to those pins...". Large numbers of pins inherently mean large capacitances to charge and discharge, resulting in high power consumption and electrical noise generation. Rambus is ideally suited to interconnections between devices in a multi-chip module and I am sure that they have already envisaged this. When data transfers are taking place at multi-Gbit per second per pin rates the module will be designed according to microwave practice. There will be new packages that bring signals on and off each chip through constant impedance transmission line structures. As data rates increase, lumped component methodology is doomed to fail, however much you would like to believe otherwise. It is this vision of the future that makes me optimistic about the long-term prospects of Rambus. John

To: Bilow who wrote (31199)	9/30/1999 6:50:00 AM
From: Alan Hume	Respond to of 93625

Hi Carl, yeh, and after lunch we`ll invent a tablet to cure Big C... Your scenario may indeed happen, but it`s so far off it`s irrelevant Alan

To: Bilow who wrote (31199)	9/30/1999 7:05:00 PM
From: Mark Rosneck	Read Replies (1) \| Respond to of 93625

Carl says: In the long run, Rambus is very doomed, due to inevitable technological change. Probably within the next 4 years, most DRAM is going to be sucked onto the processor. Embedded will still be way too expensive, but other techniques for combining DRAM and logic into a shared package will proliferate... In the long run, the question is "Is Rambus a one trick pony?" If so, then they better get themselves acquired PDQ (which brings up the inevitable "by whom?" question). However, if these guys are a legitimate, long term player, then they would seem to be the leading candidate to develop the IP and other techniques you postulate. When Rambus technologists sit around the ol' cappucino machine, I wonder where they think they want to be when they grow up? What sort of acquisitions do they talk about? If they acquired the IP for a graphics device, for instance, what cool stuff could they build? What if they acquired VIA -- what would that do? What markets outside of memory that has bandwidth problems could they enter? Or should they move their business mode to marketing other types of IP altogether? From my perspective, it's not about Rambus in 2000 or 2001 or even 2002. It's about whether they can leverage this huge opportunity they have today into something considerably bigger. Of course, it would be nice if we could get today under our belts! Regards, Mark