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

To: cordob who wrote (76499)	8/1/2001 8:10:05 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi cordob; Re: "I think at some time we may have to come to the realisation that rdram will not be the mainstream memory but something in between a niche memory (for video encoding streaming stuff etc) and bleeding edge gamers stuff. (maybe ??!?)" boards.fool.com The problem with this theory is that DDR already provides more bandwidth than RDRAM, and is considerably cheaper. Samsung is sampling x32 600MHz DDR SDRAM chips. Each of them has 2.4GB/sec bandwidth, and that's 50% greater than any RDRAM being sampled. The XBOX is using x32 400MHz parts, and they give 1.6GB/sec, equal to a full PC800 channel. You already saw my post quoting Samsung that no one wants the higher speed (i.e. 1066 and 1200 MHz) RDRAM samples. That's about as good an indication that RDRAM doesn't have a future as you can get. As far as the future of DDR, Samsung, Toshiba, IBM, and Infineon all have prototypes of DDR2. How many companies have prototype QRSL memory chips? Zero. The only QRSL stuff running is little test chips from Rambus. Re: "I have come to the conclusion that Intel designed the 845 last year about around the time of P4 intro. So what is happening was planned a long time ago (choice, I suppose)." Your estimate of how long it takes to get a chipset done is low by about 12 months. I don't know why you think that they're so easy to do. These are full custom chips that connect to incredibly complicated interfaces. You really just have no idea how complicated the PCI interface, for example, is. Most of this increase in complexity is fairly recent, by the way, it used to be that stuff was a lot simpler. By the way, the TMF thread has recently been discussing Jeff Mitchell and the DramReview (Mindmentum) website. I was the one who exposed that website as being a Rambus pump site back in April 2000: #reply-13405397 -- Carl P.S. Link to Rambus' QRSL press release. Read between the lines. Any memory involved? No! rambus.com rambusite.com eetimes.com