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

To: Dave B who wrote (40039)4/15/2000 7:23:00 PM
From: jim kelley  Respond to of 93625
 
Dave,

Right on target!

AMD has to oppose RDRAM until it has a product to complete. Otherwise they risk a mass abandonment of their own platforms to the new standard. Then they will throw their support to RAMBUS and maybe try to get some of the stock warrants for partnering.

JK



To: Dave B who wrote (40039)4/15/2000 10:48:00 PM
From: jim kelley  Read Replies (4) | Respond to of 93625
 
Dave,

Here is what AMD is really worried about:

eet.com

The 400 MHZ FSB will very effectively show the benefits of RDRAM. It looks like a dual channel RDRAM configuration is required to achieve maximum bandwidth and minimum average latency.

It looks like Scumbria last stand will be latency. Of course, he is focusing on initial latency and not average system latency. All that counts is the average system latency.

JK


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