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

To: Bilow who wrote (32908)	10/26/1999 3:46:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

Carl, <Here is the first link I've seen that mentions that the heating problems might have to be eliminated by using an controller that estimates temperature, and slows things down when the party gets going too strong. (Sort of like Greenspan.)> Thanks for the link. I'm not very familiar with analog stuff and heating issues, so I can't really comment, but they do seem like real issues for any technology that increases the signal speeds on a system. I guess the pushing of Rambus caused these issues to rise to center stage more quickly than anticipated. By the way, loved your Greenspan comment. Tenchusatsu

To: Bilow who wrote (32908)	10/26/1999 5:06:00 AM
From: John Walliker	Respond to of 93625

Carl, Here is the first link I've seen that mentions that the heating problems might have to be eliminated by using an controller that estimates temperature, and slows things down when the party gets going too strong. If you look at one of the memory chip data sheets that you have downloaded you will see reference to a status bit which is set when the die temperature exceeds a trip level. It would be reasonable to expect the controller to slow down accesses when this bit becomes set. Whether this ever happens in reasonable conditions is another matter. However, I would far rather the machine slowed down a bit rather than cooking. It would encourage me to use Rambus in industrial applications where reliability is important. John

To: Bilow who wrote (32908)	10/26/1999 8:42:00 AM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

bilow: I agree thermal issues are a concern. However, I do not see the doom and gloom you predict. I see RIMM cooling solutions much less daunting problem then faced by Intel with the release of the Pentium II. The Pentium II with it's enormous AAVID heat sink and fan several years ago look a little getting used conceptually and price wise. Pentium II became very successful despite its significant price differential to the Pentium MMX chip but cost difference decreased as volumes went up. For example, AAVID charged Intel about $15 for original design and as production increased prices went down to $3-4 with mass production in Asia by several vendors. I see RIMM cooling issues to be less of a problem if handled correctly. As an AAVID shareholder for several years, I know they can address these issues successfully. john