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

To: grok who wrote (31920)	10/10/1999 5:20:00 PM
From: Tenchusatsu	Respond to of 93625

KZ, I know you won't be around to read this, but just for this thread, I'll reply here. I think your argument basically centers around the huge hurdle that RDRAM presents at this stage in time. Your argument is more for a gradual transition to higher transfer rates. My only argument against DDR-II is that it might be too little too late. So far, Intel is still committed to Rambus, despite all of the short-term problems, and despite the stop-gap support for PC133 SDRAM. By the time DDR hits the market in any significant volumes, the short-term problems of RDRAM will already have been tackled. After that, RDRAM will look much better going forward than the DDR-to-DDR-II route. Tenchusatsu