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

To: dougjn who wrote (3859)	4/18/1998 5:20:00 PM
From: Estephen	Read Replies (2) \| Respond to of 93625

Here's is some propaganda that states sldram is cheaper. However, it seems to me that the high pin count would make it more costly. I've read several anaylsis by industry players that the first rambus chips will be a about 10% more that current dram and fall to 1 or 2% more in mass production. Also, the statement that rdram isn't good for workstation is nonsense. Obviously, this guy is spinning a tell to promote sldram. pubs.cmpnet.com RACE FOR NEXT DRAMS... The race to become the next-generation DRAM is still wide open. Even product extensions of current parts like double-data-rate DRAMs stand a chance. Despite Intel's attempts to promote the Direct Rambus architecture across all systems starting in '99, a number of PC makers are designing high-end systems that use alternative SLDRAM and DDR DRAMs now under development. At least two top-tier systems companies are developing core logic that will conform to the modified SSTL interface used for SLDRAMs, sources tell Anthony Cataldo of EE Times. DRAM vendors also report a flurry of design activity for DDR SDRAMs. With Micron Technology about to ship its own SLDRAMs, its Micron Electronics subsidiary may start producing SLDRAM core logic this fall. ...MAY SPLINTER DRAM BIZ Some observers predict the DRAM industry may wind up splintering along applications lines. "Customers are suddenly ... finding that Rambus isn't going to work in laptops and is too expensive for sub-$1,000 PCs," says Fujitsu VP George Robillard. "And it doesn't work well in servers and workstations, but it's probably a good for the desktop. It turns out that a synchronous DRAM is right for sub-$1,000 and laptops, and DDR is good for workstations and servers," he tells EE Times.