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

To: Scumbria who wrote (53801)	9/18/2000 1:27:19 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Scumbria, I'm a little baffled as to Sylvester's point. I don't actually care. I was just responding to your presumption that this thread is to discuss only RDRAM and not PC133 (and by extension DDR). If that's they way you guys want to do it, I'm just agreeing that it's okay by me. Of course, the Bears will be back to posts that sound like "RDRAM is a POS". <G> If PC133 is the fastest memory, RMBS stock is all but worthless. RDRAM is built on a 100Mhz core. If it's equivalent in performance to SDRAM with a 133Mhz core (especially when RDRAM uses a chipset that's considered a less than stellar in execution and a FSB that runs considerably slower than the potential RDRAM speed), that's okay with me. But today's technology won't be here tomorrow. Tomorrow's technology is right around the corner and I'm interested to see how the benchmarks on the PIV turn out with a 400MHz FSB. RDRAM is the first step in a new family. They can make the chips faster, they can make the paths wider, they can improve the FSB speeds. Lots of room to grow. With SDRAM, this isn't going to happen. And after waiting 2+ years for DDR with constant delays, I'm fairly convinced that it ain't going to happen with DDR, either. And with any luck, there's a chance that from the RMBS perspective it won't matter. I know I'm sounding like a broken record, but you guys continue to think that whatever works today will work forever. Well, sometimes discontinuous transitions start just a little too early. And I believe that's what has happened here. The technologies you guys are pushing just aren't designed well enough for a faster and faster world. JMHO, Dave <edit: p.s. The latest issue of PC World just said that PC133 isn't worth the money over PC100 either. Also, they still list RDRAM systems in their Performance category as having SDRAM. Unless someone beats me to it, I'll post more details later.>