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To: Nilesh Parikh who wrote (30919)3/16/2000 3:26:00 PM
From: Lee  Read Replies (2) | Respond to of 50167
 
Nilesh,..Re:.The potential for RMBS are even higher. If CPQ decides to go w/ RMBS, the stock valuation is well justified.

I'm not sure about the RMBS potential especially when considering the benchmark tests described in the link below.

DDR vs. Rambus
A Hands-on Performance Comparison


inqst.com
An application benchmark analysis of DDR vs. RDRAM will be forthcoming. A quick pass on both platforms with several function specific benchmarks such as CPUmark99, 3Dmark Max, Intel Media Benchmark and games such as Expendable have revealed a very small but consistently measurable performance advantage for DDR over RDRAM. This work will be conducted more exhaustively in the near future.

Cheers,

Lee



To: Nilesh Parikh who wrote (30919)3/16/2000 7:49:00 PM
From: Al Serrao  Respond to of 50167
 
Nilesh, all of the box makers today have a choice to RMBS at these piddling speeds. The advantage to RMBS longer term is there is no competition and by the time there is RMBS will have secured its place as the standard. Remember it's very expensive for the chip makers to retool. Nevertheless, after this huge breakout it would be prudent to anticipate a 5/8 pullback. Best regards.