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


To: KM who wrote (19190)4/23/1999 4:39:00 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 93625
 
truff,

there's no doubt that financial "journalists" monitor these threads for substance. We have 24 day, 7 day a week financial reporting, and let's face it, they're lazy! Did you see Ted Davids interview of CPQ's 5fer? He practically lifted victor's imaginary interview verbatim. The real question I have is why would anyone waste their time with a filtered report like Burstiner's, when they can visit the site and get the real deal unedited..

Hi Marcy!

bp



To: KM who wrote (19190)4/23/1999 6:03:00 PM
From: George the Greek  Read Replies (1) | Respond to of 93625
 
Interesting article (by Marcy Burstiner)
But it feels like just negative spin to me.

My reading of the discussion here
is that, even if Camino accommodates
interim alternative, RDRAM wins
in the end on a performance basis.

(Speaking of performance,
can one of the hardware gurus comment
of theoretical performance limits
for Rambus RAM? What happens
when the clock rates go from 400MHz
on up to, say, double that?
How far can bandwidth performance be stretched
in the technology, as it stands?)

This interim accommodation by Intel
does not seem to constitute "inching away," IMO.

Not too disturbed by the spin-doctors,
nor several months delay.

Trying to take unclewest's "long view".

George



To: KM who wrote (19190)4/23/1999 7:18:00 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 93625
 
RMBS investors (current and potential),

Sharky Extreme interviews a marketing representative from LG Semicon of America on the future of RAM development for PC's:

sharkyextreme.com

Some notable quotes from the rep:

Although caches significantly improve the system performance the traditional RAM increasingly lags behind CPU performance. As long as the CPU is not idle while waiting for data everyone is happy. But CPUs will soon surpass the gigahertz clock rate and significant improvements in RAM are needed.

The need for 'new RAM with a new box' will actually become more acute in the future because the architectural system improvements are reaching their point of diminishing returns. The next step is to improve RAM performance.


...

From a technical perspective the initial implementations of Rambus have a peak bandwidth that's 200% better than PC100 and an effective bandwidth of up to 300% better. You can draw your own conclusions about performance differences. In addition, Rambus requires about 25% of the pins and interconnect wires from the chipset to the memory, so if you could use the same number of pins already in use by SDRAM you could have 4x the performance over the first Direct Rambus implementations.

...

(in response to the question: Now that Intel has somewhat embraced the PC-133 option in light of the recent RDRAM delays, How will average consumers see a performance benefit from SDRAM that's clocked at a higher speed than they're used to? )

I cannot comment in Intel's plans. But, in general, the PC133 SDRAM offers a 33% improvement in bandwidth over PC100. In the transition from PC66 to PC100 it is generally acknowledged that the performance improvement was around 5% (for a 50% increase in memory performance.) So one can extrapolate that the system level performance improvement due to PC133 will probably be in the 3% range. This highlights that SDRAM is also reaching the point of diminishing returns and a significant change is needed.

...

(in response to the question: What about the competition then? Does DDR SDRAM, HSDRAM, or ESDRAM show a degree of performance that equals or approaches the specifications for RDRAM? With Intel pushing forward in one direction with RDRAM, and competitive designs emerging from semiconductor manufacturers around the globe, is the industry headed for a show down or an anti-climax?)

Every new memory proposal has certain tradeoffs of cost, performance and availability. Rambus is ready for the market this year. Where do the others stand? Time to market is everything in this business.

_____________________

Tenchusatsu