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

To: gnuman who wrote (48536)	7/31/2000 8:55:34 PM
From: jim kelley	Respond to of 93625

More BS from the enemy camp. Samsung has stated that their yields are 90% PC800...if I recall correctly from their slides.

To: gnuman who wrote (48536)	7/31/2000 8:56:30 PM
From: NightOwl	Read Replies (1) \| Respond to of 93625

I really don't understand: <...pregnant pause...> 1. Where does this notion of DRDRAM being able to compete in the com/graphics market come from? Carl has shown that DDR at 133MHz is already the flavor of choice for graphics cards. DDR chips already have a sustained bandwidth of at least the 2.1Gb/s that this 1066MHz DRDRAM chip will have and at much less power to boot. 2. DDR at 266Mhz will be faster still and 200MHz DDR2 will give a minimum bandwidth of 3.2Gb/s. 3. Since DRDRAM will never get the sweet meats in the PC sector, the economies of scale in this commodity business will always require it to be priced at a relative premium. How long can INTC and RMBS continue to carry this cost? I just don't get it. Where's the cost benefit analysis that suggests this design will win any market segment? 0\|0