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

To: Scumbria who wrote (69638)	4/4/2001 4:13:06 PM
From: gnuman	Respond to of 93625

Scumbria, As for RIMM's becoming competitive with DIMM's, during the CC Tate said the 256/288Mb RDRAM was the key to bringing the price of RDRAM to <20% adder to SDRAM. He predicted this would occur in 2H'01. If you look at a base system, I assume Rambus was implying 128MB with four 16MbX16 chips would approach price parity with SDRAM. Problem is you still need two RIMM's, (two 16Mb X 16 chips each) and two CRIMM's. But with SDRAM (or DDR) you only need one DIMM, also with four 16MbX16 chips. And if they meant one four-chip RIMM and a new single channel chip set for P4, bandwidth will suffer. According to "Moore's Law" it won't be that long before 256Mb SDRAM/DDR chips sell for <$10.00. In the current environment that might happen sooner than later. JMO's