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

To: jim kelley who wrote (39868)	4/14/2000 2:25:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Jim, I've been trying to explain to you why DRDRAM is a good choice for network processors, and a lousy choice for computers. Here is an article which provides some empirical marketplace evidence. ebns.com "Following a plan first disclosed last December, Rambus last week outlined a two-pronged strategy for the communications market: selling conventional Direct Rambus DRAM as the memory of choice for a new breed of network processors, and designing a new serializer/deserializer interface for line cards used in routers and switches. While the strategy may seem a novel one for Rambus, executives noted that a 1997 prospectus describes the Mountain View, Calif., company as marketing a high-speed, chip-to-chip interface technology. ?Nowhere does that mention memory,? said Rambus president David Mooring at a news conference last week. The strategy also offers Rambus a convenient escape route, given the lukewarm reception the company has encountered in the PC market to date. DRAM manufacturers have complained about high price premiums relative to the competing SDRAM and double-data-rate DRAM standards. Partner Intel Corp. has repeatedly faced difficulties manufacturing Rambus-enabled PC core-logic chipsets, and Intel's forthcoming Timna integrated processor uses an SDRAM interface instead of the Direct RDRAM interface that was originally expected. " Scumbria