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

To: Mkilloran who wrote (10651)	11/30/1998 2:30:00 PM
From: Timothy Liu	Read Replies (1) \| Respond to of 93625

> DDR DRAM and Rambus performance Currently they have comparable peak throughput. But next generation Rambus will be faster, while for DDR there is no next generation (it is 'next generation' of SDRAM). DDR for PC is unlikely at least in the beginning. Chipset development for DDR, if there will ever be one, will lag RDRAM for at least a year. Intel which will come out with the first chipset for next generation processor will not have support DDR and may never will. Chipsets for other vendors may choose to support DDR but they will lag Intel and need OEM adoption. Eventually when there is huge demand for RDRAM, do you think the memory vendors don't want to take advantage of the high margin opportunity? Recently, there is even talks of SE Asia company ramping their production for Christmas demand. :) Tim Just my 0.02$ and does not reflect Intel's stand on this issue.