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

To: Win Smith who wrote (74931)	6/26/2001 3:11:02 AM
From: Bilow	Respond to of 93625

Hi Win Smith; I know that Alpha is dead, what I wanted to note that here was an example of a processor that was available first with RDRAM, where they later had to add DDR. The same thing is happening with the P4, just 6 months later. The memory transition has gone long beyond the point where which processors dominate the future matters. Every new processor chipset design starts (that is, design starts, as distinct from "chipset starts") supports DDR. This is as true at Intel as it is at ALi, or AMD. And anyway, the death of Alpha is a blow to Rambus. Alpha was going to be their big win in servers, or something like that. I don't concentrate on that sort of processor, so I'm not going to link in and quote an article. -- Carl