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

To: Jdaasoc who wrote (43618)	6/7/2000 1:54:00 AM
From: Joe NYC	Read Replies (2) \| Respond to of 93625

Mosel predicts rapid death of SDRAM Memory company Mosel Vitelic said today it has introduced 64Mb double data rate memory (DDR) and forecast that during the second half of this year, the standard will displace current PC-133 memory modules. theregister.co.uk Joe

To: Jdaasoc who wrote (43618)	6/7/2000 6:42:00 AM
From: Bilow	Respond to of 93625

Hi Jdassoc; Re the Sony big announcement Wednesday night and the PS article in EE-Times. I saw that too, and was going to post a link to it, but you beat me to it. The significant part was where Sony had included 32MB of embedded DRAM in a prototype graphics controller, up from the 4MB in the current version. I've posted repeatedly to this thread that embedded (and MCM) will eventually take over the high granularity niche from Rambus. This is not evidence that Sony is in the process of designing RDRAM out of the PS/2, but I would have to guess that there is a project at Sony to free themselves from that overly expensive specialty memory type. I would think that it would be harder to convince prospective PS/2 clone makers to make a box with RDRAM than to convince them to build one with the same DDR chips that have taken the graphics industry by storm. The reason is that RDRAM is still a specialty memory chip with a high premium, and is consequently subject to allocation and pricing problems. Engineers try to minimize the number of specialty BOM entries. But it takes a while to replace a memory interface (see the troubles that Intel is having, for example), so I doubt that Sony has a replacement for RDRAM already. They would only have had since September of last year to develop a replacement, and that would be the start date only if they immediately realized the consequences of the Camino fiasco. Companies typically take a few months to decide what to do in situations like that, (when they have a lot of sunk engineering costs wasted on a dead technology, management, like a trader with a losing position, tends to go into "hope" mode) so I would guess that Sony won't have a replacement for RDRAM until 1H01, if that early. That's probably about when Intel will finally dig itself out. -- Carl P.S. Of course you realize that EE-Times is a member of the CMP group, the group that has sworn as its secret ambition to run Rambus out of business??? Members of the Rambus Fantasy Patrol are warned to stay away from those EE-Times articles. See: #reply-13831990 from this thread, and prepare to bust a gut laughing.