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

To: jim kelley who wrote (42686)	5/21/2000 9:28:00 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi jim kelley; Re yeild problems on DDR systems... Clearly no yield problems on DDR memory themselves, they are going into graphics boards all over the place with no complaints about lack of availability, difficulty to manufacture, or high price. So you spread the FUD that there will be yield problems with the chipsets instead? No reason for it. The chipset interface is no more difficult than the DDR interfaces that have already been put onto millions of graphics chips. Lets contrast this story with what happened with RDRAM... When RDRAM was supposed to come out in early 1999, Intel had to delay it because the memory makers had problems with yields. When the chips were ready in late 1999, Intel had to delay it because they had problems with yields in the i820. Both designs had problems with their Rambus interface, intersymbol interference etc., so the problems were central to what distinguishes RDRAM from SDRAM. By contrast, the makers of the graphics cards don't seem to have problems with the yield on the Nvidia chip. And the memory makers seem to be putting out the DDR SDRAM just fine. Frequencies for these products are 166MHz, and that is 66% faster than the 100MHz that the low end PC200 clocks at. Shouldn't be too much of a stretch to reduce the clock period by 40% and convert to a bussed product. Sure the bus means tighter timing, but the lower frequency loosens that timing. In short: Dream on. When this stock has finally tanked, and Intel is forced to convert everything to DDR, there will still be at least one long on this thread waiting for the South to Rise Again. He will be claiming that in 20xx (some time in the future) Rambus interfaces will become a requirement for the industry. -- Carl