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

To: wily who wrote (32673)	10/23/1999 10:19:00 AM
From: Dan3	Respond to of 93625

Re: RDRAM costs (the user) the same as SDRAM when no one wants the RDRAM... Most recent information I've heard is that Rambus is still about twice as expensive as SDRAM. (128 meg PC133 $225 and 128 meg Rambus $450+). And the only way to use Rambus (on the 840) is in pairs of RIMMS, so each PC sold must have a minimum of two RIMMS - there is only one open bank on the board so you have one shot at upgrading it, and that will require two more RIMMs. Since Rambus production has been pretty much halted, even a few of the 2 at a time RIMM hungry 840 motherboards should soak up what's available - keeping prices painfully high. With Intel's PC133 board, and DDR chipsets due in Q1, the memory manufacturers will probably be careful about too many rambus wafer starts. So far, rambus has proven expensive to manufacture and impossible to sell - why build any? I think the ramifications of being limited to one open "slot" (even if the bank has two physical slots, like the 840) for Rambus memory are just beginning to sink in. Rambus needs to come in at the high end due to its cost, but high end users usually insist upon at least the possibility for lots of memory expansion. Rock and a hard place for rambus. Dan