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

To: John F. Dowd who wrote (81478)	3/8/2002 10:59:46 PM
From: SBHX	Respond to of 93625

Actually according to the book --- (damn, name escapes me), disruptive technologies don't have to be new science, sometimes it is just simple changes. The best example was the move from 8"HD to 5"HD to 3.5"HD, not new science --- but clearly disruptive to the incumbents. When using the same criteria, technologies that made pins 'free' are clearly disruptive to rdram. Notice the new proposed rimm stick now uses up all the contacts, and rdram chipsets all have a lot of pins (eh, balls), sometimes more balls than the ddr ones. And the race for more balls continues. But for now, the i850 (615 balls) is clearly more ballsy than the i845D(593 balls) The MCH with the most balls has to be this guy : ftp://download.intel.com/design/chipsets/e7500/datashts/29073001.pdf He's got 1005 balls! That's a lot of balls. Do you need that many balls to support dual channel ddr? And dual PC-1600 to match the clearly inadequate 400MHz fsb. A 533MHz FSB cpu would need 2xPC2100, and 2xPC2700 can handle up to 666MHz FSB. Meanwhile, 2xPC3200 ddr can handle up to 800MHz FSB. If I didn't know better, you'd think that this DDR guy might be scaleable. But it only makes sense to take the two-stick thing and make them into one stick. It's gotta happen sometime. SbH