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

To: Scumbria who wrote (40151)	4/17/2000 9:25:00 PM
From: Dave B	Respond to of 93625

Scumbria, DDR will of course have the same low latency as PC100/133, combined with the high bandwidth of DRDRAM, so the 500 MB/S wall will not affect DDR. In fact, the latency delta between DDR and DRDRAM should remain fairly constant at higher bandwidths. So I guess we'll have to settle for: 1) Intel's support 2) The headstart in production volume 3) The headstart in design wins 4) Getting royalties from SDRAM and DDR DRAM anyway <G> Thanks for the comments. Tench? John W? Dave

To: Scumbria who wrote (40151)	4/17/2000 9:47:00 PM
From: Dave B	Read Replies (4) \| Respond to of 93625

Scumbria, Another thought on the DDR/RDRAM comparisons (coming back to the dead-end-edness or not of SDRAM/DDR)... Rambus has announced that this Summer they'll demo RDRAM at 4x the current throughput (6.4MBs) by doubling the width and doubling the speed. To reach that performance level, we'll have to migrate from DDR-200 (or DDR-266) to DDR-800. When do you think DDR will get there? Is it technically feasible? Again, Tench? John W? Dave

To: Scumbria who wrote (40151)	4/17/2000 10:08:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

Scumbria, <In fact, the latency delta between DDR and DRDRAM should remain fairly constant at higher bandwidths.> I seriously doubt this part of the statement. In fact, I'll bet that as we go up in bandwidth, DDR's average latency goes higher than RDRAM's at some point. This is simply because DDR is not as efficient in using bandwidth as RDRAM is. Now where that "crossover" point is, I don't know. The answer to that question will probably make or break the contest between DDR and RDRAM. Tenchusatsu