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

To: Zeev Hed who wrote (45029)	6/19/2000 11:43:00 AM
From: Scumbria	Respond to of 93625

Zeev, As Scumbria said, DDR may not work beyond the 2 GHz range. I'm not sure that is a fair summary of my position. DRDRAM may be a good product at 2GHz, because DDR systems might require very wide data busses to achieve the same bandwidth. It is not clear which approach will be more cost effective or practical to implement. Scumbria

To: Zeev Hed who wrote (45029)	6/19/2000 11:53:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 93625

The anti-rambus camp is gradually conceding on all points.

To: Zeev Hed who wrote (45029)	6/19/2000 12:15:00 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

Zeev, re: <DDR may not work beyond the 2 GHz range.> True, but it will be years before that segment has major share. For the foreseeable future, products based on SDRAM, (ie: i810/815 and Via chip sets), will be the major consumer of DRAM. And it appears that DDRDRAM will find it's segment. (As I recall, the contractual target for RDRAM extends to the value segment. I imagine that's Timna). I think the change in direction is the result of lower than anticipated acceptance of RDRAM. The "rest of the story" has yet to be heard. The reaction by the industry either way will be a significant event. But, JMHO's