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

To: Tenchusatsu who wrote (31785)	10/7/1999 8:49:00 PM
From: grok	Read Replies (1) \| Respond to of 93625

RE: <KZNerd, at MPF I had a chance to talk to Bert McComas. Despite my previous impressions of the guy, I find him to be a very intelligent man who is not easily swayed by popular opinion, either for or against Rambus.> Good for you, Tench. You are learning that there is a whole lot more to this story that the party line from Intel/Rambus. Funny things can happen when ideas get circulated in an open environment. You can even find out that someone is not a devil just because he is anti-Rambus. 12 months ago I was firmly pro-Rambus. Little by little I've changed my mind and during the last month I've gone totally the other way. You may find yourself changing too. Just don't talk about it inside Intel. Yet!

To: Tenchusatsu who wrote (31785)	10/7/1999 9:01:00 PM
From: grok	Respond to of 93625

RE: <- DDR-II is not going to enter the marketplace until at least 18 months from now. The designs are still being defined, and even once they're defined, it will take quite a while for first silicon to appear. (I also wonder how tough DDR-II will be to implement, compared with parallel RDRAM channels, since DDR-II jacks up the common clock to 200 MHz.)> Yes, 18 months or even longer. It'll probably require 0.13u technology. The PC100/PC133/DDR will all happen earlier. The point to the evolutionary approach is that each step is small. But progress is steady and low risk. Each step doesn't go to volume unless it is proven and cheap. As for DDR-II, it does have an advantage over Rambus in that it uses that parallelism of the 64b word so that a data driver connects to only one fourth as many drams as for Rambus. Eventually the evolutionary signal switching technique can move to be equivalent to that of Rambus and still take advantage of the parallelism to reduce risk of the type of problem Rambus is having right now. Yes, it does take time but, hey, BX+PC100 is equivalent to Rambus in performance for today's apps and there is a huge speed up in the evolutionary pipeline before DDR-II.