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

To: gnuman who wrote (47923)	7/26/2000 11:40:52 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Gene, Dave B. re: <By how much on average (%)?> Not a lot. Thanks. Looks like a couple % points. Basically a dead heat. So it appears that the Rambus chip-to-chip interface makes PC100 memory (which is the core of PC800 RDRAM) perform about as well as PC133 SDRAM (with a 33% faster clock). Not too shabby to get the performance of the next step up in speed. When they move to a 133Mhz core in RDRAM (as Samsung shows on their roadmap), it appears we'll get the performance of 177Mhz SDRAM. Some of the pieces of the Samsung report that Carl didn't mention was that Samsung is expecting to introduce a cost-reduced version of RDRAM (4 banks) with only a 5% cost adder over SDRAM in 256Mb chips. Also, in the section on Tomorrow's Trends, the line about DRAM speed not mattering is changed to "DRAM speed will be key for system performance as well as CPU/Chipset/FSB!" Oops, Carl. If it hasn't been summarized already by tomorrow, I'll pull the rest of the Samsung presentation out that Carl neglected. Dave