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

To: Dan3 who wrote (34062)	11/6/1999 6:59:00 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Dan3; Re that nintendo going to embedded... That was the graphics portion of the Nintendo that went embedded. The main memory for the new Nintendo is a mysterious variety of DDR II, 3.2GB/sec. The number of DRAM chips is sort of implied to be one, which would mean a 200MHz bus, 64-bits wide, or maybe a 333MHz bus, 5 bytes wide, I suppose, or maybe 400MHz, 4 bytes wide. One of the pieces of fallout from the Rambus technology push, is that the memory makers are now prepared to push DDR to much higher frequencies than they otherwise would have been able. This is because the infrastructure and design experience that Rambus and Intel forced the memory makers to put into place will be used to design and build DDR (and save the royalties, as well as improve yields and reduce die penalty). Examples of the infrastructure advances are the faster testers, the ability of the board makers to build tighter mother boards and DIMMs, more experience for the designers with high speed CMOS I/O, DLL design experience, etc. The memory maker design teams that managed to meet the RDRAM specs are now being redirected towards DDR. They have made mistakes, seen bad yields and bloated dies, and are raring to do efficient designs of their own choosing. The big reward for design engineers is getting to do another design, and they are doubtless looking forward to doing one of their own making. -- Carl