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

To: Tenchusatsu who wrote (38398)	3/19/2000 9:42:00 AM
From: gnuman	Respond to of 93625

Tench, re: Nintendo Dolphin. From what I can gather, IBM is designing the CPU, ("Gekko", a Power PC extension), and will build the CPU in Burlington. (Copper) Will use imbedded MoSys memory technology. MoSys, (another IP company), has licensed it's memory technology to IBM, ARTX, Ninentendo, etc., and foundries NEC/TSMC/Analog Devices. ARTX, (an IP company), is designing the graphics controller. (ARTX is being acquired by ATI). NEC is doing system memory with MoSys technology. (Seen it referred to as DDR like). Matsushita is providing the DVD drive. For info on MoSys, mosysinc.com Seem's they claim SRAM functionality at DRAM densities and Rambus like data rates. Appear to be targeting SoS devices. JMHO's on what I found. <g>

To: Tenchusatsu who wrote (38398)	3/20/2000 1:56:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Ten, 1) Why is DDR even being considered for game consoles? Rambus sounds like a much better solution for systems requiring a lot of bandwidth out of a relatively small memory capacity. That's why Playstation 2 uses Rambus. OK, so prices are sky high, but they're bound to come down, right? Once they do, what's the technical advantages to using DDR over Rambus in consoles? Not much. Assuming parity in chip costs (at some time in the future) the wider datapath makes DDR solutions more expensive. I don't think that the latency issues with DRDRAM are very important in game boxes, so I would guess that reason Microsoft and Nintendo are using DDR are related to the current high cost of using DRDRAM. 2) Do you think the lawsuit against Hitachi stands a good chance of succeeding? My guess would be no, contrary to what most RMBS bulls think, but I wanted to get your opinion. I don't know that much about it, but it seems that Rambus has established a significant patent portfolio which will make life complicated for both DDR manufacturers and implementers. Scumbria