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

To: Dan3 who wrote (59275)	10/31/2000 8:29:20 AM
From: sylvester80	Read Replies (1) \| Respond to of 93625

Dan3, Let's see. It has taken the DDR vaporware 4 years, and still all the bugs are still not out and neither are PCs in volume production. I didn't see Gateway, IBM, Compaq or Dell announce any. Did you? They are the name brand volume OEMs. Do you wonder why? You can forget about DDR in 2000. And now you come and tell us there is this other vaporware called DDR-II. ROTFLMAO. Keep waiting... Your DDR hype and dreams did not materialize, so now you turn to plan 6. Ha ha ha ha. LMAO.

To: Dan3 who wrote (59275)	10/31/2000 9:21:10 AM
From: SBHX	Respond to of 93625

Dan3, Notice that the chariman of jedec is from a graphics company. The graphics companies have been shipping 64MB DDR boards as fast as they can get them, but they are supply constrained since 5.5ns DDR seems to be very hard to get. Guess: they may produce some lower end boards running at 7ns or so later (running at 140+MHz) unless they can get enough ddr chips. They use 128bit configs, 5.5ns overclockable to 200MHz (or 400MHz, if you count data, which gives about 128*400/8 = 6.4GB/s. Historically, the graphics chips have been the memory bandwidth hogs, always pushing the envelope and trying out new memory technologies. Their memory BW needs are a bottomless hole that are run far deeper than the CPU's. A variant of sdram (sgram, sdram + blockwrite) was used in graphics boards at least a full year before the first pentium chipset supporting sdram was sold. Other than a limited success with CRUS, rmbs have not been successful in convincing nvda and atyt to adopt their technology. RMBS needs to do a better job of getting these people to get on the bus. For whatever reasons, this has not happened. It used to be that memory built for graphics carry a large price premium over PC memory, but that is slowly disappearing, and the graphics guys seem to have a much better handle on the cost/performance issue with memory than intc recently. SbH