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

To: cordob who wrote (76536)	8/2/2001 8:16:23 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi cordob; Re: "Carl, I do not believe in these niches. If Rambus cannot make it in the PC world they are dead." I agree pretty much completely. That's why I've been saying that RDRAM is "dead, dead, dead" since November 1999. Re granularity: The Samsung chip that provides a x32 600MHz interface gives better granularity (at a given minimum bandwidth requirement) than any RDRAM chip being sampled, and faster RDRAM chips aren't likely to happen, due to customer disinterest. Earlier versions of Rambus DRAM had more of an advantage against the competition, and so were able to keep a few design wins for one design cycle each. -- Carl