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


To: Dave B who wrote (41041)4/27/2000 12:47:00 PM
From: jim kelley  Respond to of 93625
 
What do you expect from Carl?
Carl are you short RMBS today?



To: Dave B who wrote (41041)4/27/2000 12:51:00 PM
From: pompsander  Read Replies (3) | Respond to of 93625
 
I don't mean this question as sarcasm or a shot..I would like an honest answer:

Won't DDR have the same, or similar, ramping up problems as RDRAM had (has?). Isn't it likely, if not near certain, that architecture of this type, mass-produced for the first time and deployed in cutting-edge hardware configurations will have some rough edges to work out? I seem to feel that many of its advocates believe it will be "plug and play" and I don't know why that would be so. I understand that as a more direct extension of SDRAM it carries some known benefits forward, but isn't DDR a big extension, likely to surprise everyone with some break in headaches? Doesn't mean this hurts the technology long-term, but isn't this a reasonable assumption?



To: Dave B who wrote (41041)4/27/2000 3:49:00 PM
From: Scumbria  Read Replies (1) | Respond to of 93625
 
Dave,

From Joe and the AMD thread

During the shareholders meeting, Jerry was asked about Rambus. Jerry said that AMD is a licensee of the technology, and they can implement it when their customers ask for it. But presently, the customers
want the most performance for the least amount of money. And Rambus does not meet this objective (but DDR does). He said the customers have not asked for Rambus yet.


Message 13512978

Scumbria