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

To: Scumbria who wrote (39449)	4/9/2000 1:40:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

IMO, you are fooling yourself. The selection of RDRAM for the PS2 was made because the solution was about $30-$35 per unit in favor of RDRAM and the performance was far better than competing alternatives. The low pin count helps system cost and reliability. In the future RDRAM will be used for graphics applications in PC's but that will have to wait until supply meets demand. DDR does not exist yet as a viable competitor to RDRAM on motherboards because no chipsets support it. Moreover, DDR will never capture more than a small percentage of the motherboard market. Intel plans limited support of DDR only for certain server products and this will be less than 8% of the DRAM market at its peak. DDR has no advantage over RDRAM in bandwidth. Multiple channels of RDRAM can achieve any bandwidth required. I believe that you are the one that has made the serious mistake not Intel. DDR is not a memory system architecture as is RDRAM. DDR is a is a chip. It is likely that the outcome of the patent dispute will require royalty payments to RAMBUS on the DDR memory that is currently being sold into graphics applications. Which further weakens your anti RAMBUS position :)