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


To: Chas who wrote (15942)2/19/1999 11:33:00 AM
From: unclewest  Read Replies (1) | Respond to of 93625
 
chas,
nice try. we already saw that news here.
the original projection was for rdram in <5% of pc's this year.
we are now seeing projections for 10-30% this year and up to 50% next year.
we don't really care if starts in june or july or september. we only care that it starts.
i have yet to see anything that denies rdram is coming on and coming on strong.
unclewest



To: Chas who wrote (15942)2/19/1999 11:41:00 AM
From: RetiredNow  Respond to of 93625
 
Chas, in all the articles about RDRAM, they keep saying that it is only twice as fast as the current bandwidth. Do you know why they say that? It seems to me that 600Mhz is 6 times the current 100Mhz bandwidth which is prevalent in most PCs, not twice as much. Can anyone tell me what they are talking about?



To: Chas who wrote (15942)2/19/1999 12:05:00 PM
From: Dave B  Read Replies (1) | Respond to of 93625
 
Chas (and mindmeld),

As someone posted yesterday, the 300Mhz product is 600MHz Rambus because Rambus uses both edges of the clock (rising and falling). Traditionally, memories have used only one edge of the clock (DDR DRAM uses both edges as well).

The 600Mhz transfer rate applies to 1 bit of data. If your data path is one byte wide, then you'd get 600 megabytes per second (MBs) transfer rate. Rambus uses a two-byte wide path, so you get 1,200MBs, or 1.2 gigabytes per second (GBs).

A 133MHz SDRAM system would not use both edges of the clock. So it would transfer 133 megabytes per second. PCs use a 4-byte wide path, so you get 533 MBs, or about half that of the Rambus transfer rate. And 800Mhz Rambus would be 1.6GBs, or about 3 times that.

And keep in mind that with a narrower data path, you have fewer pins on your chips (both logic and memory) which saves some of the costs.

The only downside is that the memory and processor have to both be some multiple of a central clock. You couldn't use 600MHz Rambus memory with a 533Mhz PIII (533 is 4x133, 600 isn't divisible by 133). So Intel has to tie their processor speeds to the available Rambus speeds.

Hopefully I haven't misstated anything. Anyone else have any corrections to what I've said?

Dave B



To: Chas who wrote (15942)2/19/1999 7:31:00 PM
From: MileHigh  Respond to of 93625
 
Chas,

Don't be so negative, leave that up to me <gg>

I share your concerns and that is why I have been posting them. LT investors need not worry, but if you are margined or are hoping for a nice ST or MT return, you should be very careful...

Da#$, see I'm getting negative again! <gg>

Thanks for sharing your concerns, we need more bears so we do not get carried away again like we did a few months ago.

MileHigh