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

To: Dave B who wrote (44248)	6/13/2000 1:17:00 PM
From: richard surckla	Respond to of 93625

Dave... I will be interesting, but we first have to see it! So far I haven't seen them come up with one for DDR. I hear them talking the talk but no one is walking the walk!<G>

To: Dave B who wrote (44248)	6/13/2000 11:33:00 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi Dave B; Re VIA's RDRAM plans... If there were any, would be difficult to spin. But highly unlikely. From the VIA website, it is quite clear that they don't like Rambus at all: Rambus 800MHz serial bus is a technology, BUT NOT A PRODUCT!!! Revolutionary: Dramatic Reinvestment without Assurance VIA Scenario: Evolutionary PC100MHz > PC133MHz > PC200/266MHz > DDR-II Page 15 is about Rambus costs, and includes an hilarious graphic image of cash falling into a hat marked Intel/Rambus, while an unhappy end user looks on. The slide discusses the costs of RDRAM (as compared to PC133): * Rambus increases costs: * Die size * Packaging * Testing * Yield * Royalty * Connector * PCB * Resistor and capacitor for termination * Chipset & mainboard * According to key industry sources Rambus adds a 25-40% cost premium over SDRAM via.com.tw -- Carl