Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Don Green who wrote (50801)	8/22/2000 5:32:48 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 93625

Don, what the bears and Carl as well are not realizing is that if indeed RDRAM is the best solution for high end systems (this year, as Barrett states), there is no place where DDR will find its entry (the high end is "occupied by RDRAM and mainstream can be well served with SDRAM) and go down its own "learning curve", even if DDR has some advantages (just as did EDO), they must find the correct market opportunity to get in. At low production runs, there is no reason that DDR will be more than 15% cheaper than RDRAM (if at all), testing of high speed parts will be as cumbersome for DDR as for RDRAM, so, unless they have assured themselves "a place under the sun", they are too late to the party and Samsung is going to go laughing all the way to the bank. Yoroshiku Zeev