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

To: Bilow who wrote (33900)11/4/1999 2:48:00 PM
From: John Walliker  Respond to of 93625
 
Carl,

I agree that eventually memory gets soldered to the motherboard, and have posted to that effect many times. Actually, I think that DRAM gets put on an MCM with the CPU, at least for consumer PCs. I think that is an item in Rambus' favor, as the RIMM is a nasty technology.

I agree.

John



To: Bilow who wrote (33900)11/4/1999 3:36:00 PM
From: Jdaasoc  Read Replies (1) | Respond to of 93625
 
bilow:
RE <<I don't think cost will be either, at least until the stockpiles get used up.>>

Cost is the only major issue facing RDRAM being successful. PC800 RDRAM retail is at least $10 per meg. NOW That is only issue I will focus on. I rather have 10 times the unit volume at 1/2 the price vs niche market for RDRAM.

john



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