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

To: REH who wrote (11115)	12/4/1998 6:19:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

reh, i asked the compaq thread twice in the last week if alpha was going to use rdram. no one knew. with all the talk and posts about ibm, i had dropped them in my mind. but, the news release posted here yesterday that ibm was also going to use rdram, is enormous. of course ibm is going to be using other types of memory right now. so is everyone else. there isn't enough rdram available yet for everyone. but it is on the way. i can visualize a 3 way race to get to market.dell vs compaq vs ibm. unclewest where are you? is it cheers! or prost! or?

To: REH who wrote (11115)	12/4/1998 6:29:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

this post from yahoo re ibm and rambus. need a techie to comment please. this is the scoop and it makes sense. IBM may be using SDRAM and DDR DRAMs in systems that require very large memory configuration, like servers with 4 to 8 processors. To get performance from this type of memory configuration, the memory bus has to be wide because these chips will not scale beyond 300mhz (my guess). One of the most difficult problems in designing PC systems that go into homes is getting Class B FCC certification (to make sure the PC does not intefere with radio frequencies) and wide busses running at very high clock rates will have problems getting that certification. Servers on the other hand are used by businesses and must get Class A FCC certification which is less stringent. Rambus will win because it scales well into the radio frequecies and requires a much narrower bus, which means less emissions and attainable class B certification. In the computer/PC industry there is always the trade-off between building faster single processor systems or achieving higher performance by using multiple processors. So, how many processors will it take to outrun an 800MHz Rambus system? A lot. So, IBM may be using SDRAM and DDR in "large serevrs" or are planning to use multiple processors to compete with fast single processor Rambus systems. I have to say though that I am getting weak at the knees. I have too much money in the market and too much in Rambus. There has never been a strategy that has worked so well as Rambus's. Years ago I thought it would never work, because of the diffficulty of getting the major manufacturers to buy-in and they resisted until they could not any longer. There is NO option but to use Rambus technology in PCs. I am holding Rambus, may sell some others though.