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

To: Rosemary who wrote (15016)	2/3/1999 6:36:00 AM
From: Gary Wisdom	Read Replies (1) \| Respond to of 93625

Rosemary, I'm as dumb as you <ggg> but here's my first reaction: 1. It doesn't exactly look like good news as Intel is making contingency plans. However, 2. If Intel is putting SDRAM on Rambus RIMMs, Rambus should be getting revenue from this. That would make the next few quarters better. Ok you geniuses out there - is this logic wrong? (I wouldn't doubt it as I too am a technological idiot)

To: Rosemary who wrote (15016)	2/3/1999 9:27:00 AM
From: Bernard Super	Read Replies (1) \| Respond to of 93625

This passage from the adtn link looks good to me: "The attraction over the longer horizon is that we get more bandwidth per pin," Allen said. "Compared to 100-MHz SDRAMs, we need only half the number of pins, and the Rambus approach delivers eight times more total bandwidth." The current 440 LX chip set from Intel, which supports today's 66-MHz SDRAMs, requires 492 pins. Allen said the Rambus approach requires about 75 pins to implement a 1.6-Gbyte/s channel, and "we are within the pin budget to add another channel." Also, Allen said the use of FR4 materials for the demonstration board, and the use of cost-effective 5-mil lines and spacings, will translate into system-level savings. "With SDRAMs running at 100 MHz, we get about 100 Mbits per signal pin, or 800 Mbytes of bandwidth," Allen said. "We think that with SDRAMs, effective bandwidth is limited to 40 percent, compared with about 90 percent for Direct Rambus DRAMs. So moving to Rambus is a fairly good next step." ------------------------------------------ i.e. faster, lower pin count, and lower system cost Bernard