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

To: Scumbria who wrote (48414)	7/31/2000 2:11:54 PM
From: NightOwl	Respond to of 93625

Hello Scumbria & Milo, That's an interesting bit of news from aceshardware. I wonder if this means JEDEC has made their decision on the DDR2 standard? That original EDRAM product you tested was the one that got me interested in RMTR. It was a nonstandard part that was not pin compatible with FPM or EDO DRAM. But it was good enough to get a contract for all their production from Ocean for that 486 Board. I believe you are correct about the marketing. In the past they have failed to "market" their DRAM to the Fabs. In addition to the compatibility problem [from '96 on most of their EDRAM went to HD companies and into the communications segment] they had the same problem that RMBS has. No one wanted to pay for the IP and they didn't have INTC to pave the streets with gold. At the time, there was no NEED for high speed, low bandwidth memory, so they had a rough time. They fixed the standardization problem by joining JEDEC and partnering with Infineon for some guaranteed production in exchange for a 20% stake in EMS, the RMTR sub that designs the EDRAM products. But to compete with RMBS, or plain vanilla DDR for that matter, they will need other Fabs to sign on. Hopefully, getting the JEDEC standard for the high end DDR2 and more PR from RMBS like todays release will "push" the PC market in their direction. They have some kind of contract to design a new memory memory for Cypress and HWP. It seems that their designs are always well received by the com sector and its usefulness for multitasking PC's is clear as your tests indicated. But as always with them, the question is getting production. It will be interesting to see where these companies end up in so far as market penetration of their designs is concerned, considering the different routes they have chosen to follow. 0\|0