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

To: Scumbria who wrote (66215)	2/19/2001 11:33:56 AM
From: froland	Read Replies (1) \| Respond to of 93625

Scumbria: DDR is coming out at just about the right time, Yes, but one can make a convincing argument DDR is only coming out now because of RMBS. Had RMBS never existed, we may still be relying on EDO RAM. Intel has suffered a lot for jumping the gun with Rambus. Look what happened to Timna. My understanding is Timna was scrapped due to cost issues. INTC originally targeted a much earlier release for their RDRAM necessary processors. Based on their original projections, the price of RDRAM should have dropped enough following the i820/i850 releases (way late hitting the market) that Timna would have been cost effective. As we all know, their RDRAM required processor intro's slipped and the volumes of RDRAM at the time Timna came along weren't high enough to achieve the necessary price points. Yes INTC is rumored to be unhappy with RMBS but they have to be at least equally unhappy with MU and IFX both of whom didn't act in good faith following the large cash infusion from INTC who expected the money to be applied towards RDRAM production. The problem for DDR is that RDRAM is hitting the mainstream, yields are improving, manufacturers are increasing production and prices are dropping. If DDR isn't standardized and makes it into the mainstream market soon, it's going to have real problems, I hear that a significant DDR ramp is underway. However, without a standardized version of DDR, the DDR ramp may turn out to be a disaster because one mfgrs MB may work with MU DDR but not IFX DDR etc. How will consumers be expected to sort that out? Recall my post from yesterday discussing the issue of PC buyers objectives being not to make a mistake. froland.