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

To: NightOwl who wrote (75508)	7/10/2001 10:14:38 AM
From: gnuman	Read Replies (2) \| Respond to of 93625

Owl, re: Can you tell us which of these "Desk Top segments" is best served by the RMBS platform as opposed to the DDR platform? From the customer's perspective, i.e., forgetting INTC's marketing needs, I don't see it. If the quote from INTC is both accurate and honest, customers will be voting with their feet and departing the Bus. In the "Performance" segment there shouldn't be any doubt that dual channel DRDRAM will outperform single channel DDR. And whether for technology or marketing reasons, Intel's support for DDR200 only will exacerbate the differences. RMBS is making a belated attempt to "segment" downward with the i4 silliness, but I will join RMBS counsel in "shocked surprise" if that frog ever leaps out of the frying pan. If Scumbria thinks the i845 will get killed wait 'til he sees what they do to the i4.<VBG> If it lowers DRDRAM production costs while providing better performance than DDR, why can't you see a position for that solution? And we still don't know what the new 4i chipset look's like. There may be some surprises. As for Scumbria's opinion, I respectfully disagree. This INTC notion of leading the memory market around by the "segment" was always been an INTC pipe dream. In the end there can be only one memory platform and it won't be RMBS. Platform segmentation has been a fact for many, many years. Intel defined it as a strategy just a few years ago, probably in response to AMD's entry into the sub-zero market. Intel isn't leading the memory market around by "segment". The fact that we now have three DRAM types competing for share seem's to naturally fall into the strategy. It's quite probable that DDR will eventually replace SDRAM for major share of the PC segment over the next couple of years. But I don't see DRDRAM going away in the "Performance" segment. And in the meantime work on the next generation of DRAM is going on in the back rooms. With DRAM densities ever increasing, I can see multi-Gb devices communicating directly with the CPU. New CPU architectures may eliminate the need for chipsets supporting both memory and I/O. JMO's