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

To: Tenchusatsu who wrote (19553)	5/1/1999 9:23:00 AM
From: RetiredNow	Respond to of 93625

I agree with everything you've said. Besides even if this new consortium is successful, it will be a year or more before they even have a viable prototype. By then, Rambus will have had its way with the market. I really feel sorry for all the non-believers on this thread. With the amount of FUD that's been layered on thick, it has been really hard not waivering. I know many of you have jumped out by now. That's too bad, because in 3 to 6 months time, nobody's going to be worried about any competing consortium. I'm not saying that the stock will skyrocket. Who knows what will happen with this crazy stock. All I'm saying is that the currently muddy future will become crystal clear. And usually, when there is earnings visibility, we get a sustained runup.

To: Tenchusatsu who wrote (19553)	5/1/1999 11:39:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 93625

Ten, I can tell you for sure that Intel themselves is moving towards narrower, high-speed interfaces in future system designs. (An example would be NGIO.) Like mainframes did in the last five years, going from old, slow parallel copper to much faster serial fiber optic (ESCON) I/O. I have a question on the implementation of RDRAM. I understand that the data rate of individual bit lines is 800 megabits per second out of the RDRAM chips (correct me if I'm wrong). Now, is data available on both edges of the signal? If that's the case, then are we talking 400 MHz (400 Mb/sec. X2 = 800 Mb/sec.) as the max. frequency on these data lines out of the RDRAMs? Are there any clock, or synch lines that switch at 800 MHz? What I'm really interested in finding out is what is the maximum frequency signals we're talking about as running around on a motherboard, from RDRAM to Camino chipset to Pentium III. The higher the frequency, the more the technology depends on a bulletproof transmission line, impedance matched board layout. Just wondering where the alligators are on this baby. Seems like if RDRAM does require much faster switching data etc. lines, and therefore much more diligence in control of board layout characteristics, the competition, which seems to be coming back to life with a vengeance, would be all over this with a lot of FUD. Tony