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

To: Ibexx who wrote (13832)	1/18/1999 11:16:00 PM
From: Alan Bell	Read Replies (2) \| Respond to of 93625

Ibexx, I am willing to believe that Intel has a compelling case against DDR - I am quite aware of many of the technical advantages of RDram. But a couple of things have changed since RDram were first proposed - very large (almost infinite) pin count packages (fine pitch BGAs) have become common, superseeding a limit of about 400 pins in pin grid array packages. This makes much wider memory systems more possible than before. Secondly, the rate of increase of memory required in a PC has grown at a rate similar to the increase in density of memory. This allows wide, slower memory busses to still be (somewhat) viable. When Rdram was proposed, the density of memory was expected to eclipse the amount systems need, mandating systems with only a handfull of memory chips. The reason that I wonder about DDR is that it is confusing why new memory technolgy (DDR) would continue to try to challenge rdram for only a few percent of royalties. Afterall RMBS has created substantial intellectual property and engineering support for their product and seem to have a pretty compelling technology. Best Wishes, Alan