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: capt rocky who wrote (32319)	10/19/1999 2:17:00 PM
From: Don Green	Respond to of 93625

Daniel T. Niles Was doing some more research about Dan Niles.... The below bio snapshot, is from the RSCO web site. Semiconductors Dan, a managing director, joined Robertson Stephens in 1990 and is a senior electronics analyst focused on computer systems and semiconductors. Dan was previously an associate in the firm's mergers & acquisitions group, and prior to joining the firm, he was an engineer for Digital Equipment Corporation. In 1999, he was one of only 12 analysts to win awards in 3 categories in the Wall Street Journal All-Star Analyst survey. Dan was recognized in stock picking and earnings estimate accuracy for computer hardware and PCs and in the earnings estimate accuracy category for semiconductors. Dan received a BS in systems engineering from Boston University and an MS in electrical engineering from Stanford University. I don't think his downgrade of Rambus and it's earnings prospects should be taken so lightly, by many investors. Message 11633458

To: capt rocky who wrote (32319)	10/19/1999 2:33:00 PM
From: gnuman	Respond to of 93625

from SI/Micron thread, re: NEC Message 11639022

To: capt rocky who wrote (32319)	10/19/1999 7:41:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: what is the memory if not rmbs... Rambus is a specification for connecting memory cells on one set of chips to the other chips in a system (as is SDRAM, EDO, etc.). The new dolphin chip described in the article doesn't use any of these technologies (neither RDRAM nor anything else) for it's local video memory. Instead, the memory cells are on the same chip as the CPU(game engine) is. So there's no need for a "bus" to connect the two. The result is much faster access to memory, and much lower pin count (0 pins, since the CPU doesn't need to connect to external memory chips). This is what Carl was warning us about when he said that any use of rambus in things like video cards, gaming machines, and network cards would be short lived - since it is always both higher in performance and lower in cost to embed the memory directly onto the game chip, or video chip, or whatever. As the density of all chips steadily increases, it becomes easier and easier to budget space for the memory on the same chip as the video, game, or whatever logic. This does seem to be happening a little sooner than anyone had expected. The dolphin does use memory in addition to the main video memory, I think, and that may be Rambus - at least in some versions. Dan