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

To: qwave who wrote (34286)	11/12/1999 4:57:00 AM
From: Tenchusatsu	Respond to of 93625

Qwave, <While DRAM comes in many flavors there is only one viable mobile CDMA solution.> I don't think that's really a valid comparison. Saying there's only one viable mobile CDMA solution is as meaningful as saying there is only one viable RDRAM solution. Just like DRAM coming in many flavors, mobile technology comes in many different flavors as well, like TDMA, GSM (sp?), etc. <What significant advantages would embedded RDRAM have over other embedded DRAM solutions?> Rambus' success doesn't hinge on embedded DRAM technology, at least not yet. If you have sufficient evidence to suggest that the whole industry will be on embedded DRAM in two to three years, I'd sure like to see it. Otherwise, my original question still stands: "And your point is ... ?" <I am sorry but I can guarantee I am significantly closer to this industry [voice recognition] than you are.> Good for you. I can guarantee that I'm significantly closer to platform architectures, especially those which use RDRAM, than you are. <Again, it is typically not bandwidth that is the problem. It is the computational issues that are. Please point me to the specific articles that indicate bandwidth helps.> I stand corrected. I think I got Streaming SIMD enhancements mixed up with memory bandwidth. The former is useful for voice recognition. The latter can certainly help, but not as much as the former. My original argument still stands, though, which is that whatever the future may bring, whether it be voice recognition or more advanced 3D graphics or consumer video streaming or whatever undiscovered country lurks over the horizon, the requirements for memory bandwidth will most definitely rise. The question, now, is whether those future requirements will be met by RDRAM, or by DDR SDRAM. <I promise that within a 6-12 months you will see the light.> Pretty weak promise. Anyone can make such promises on a public forum, then disappear when that promise isn't met in the timeframe. I've seen it happen all the time. Are you short RMBS? A trader of RMBS stock like me? Or neither? Tenchusatsu