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

To: Mkilloran who wrote (19604)	5/3/1999 7:35:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

MK, I think you meant "If DDR DRAM is an ...". DRDRAM is Direct Rambus DRAM. Assuming that that's what you meant I agree 100% with you. Dave

To: Mkilloran who wrote (19604)	5/3/1999 7:58:00 PM
From: dumbmoney	Read Replies (2) \| Respond to of 93625

If DDR DRAM is an alternative solution than why did Sony pick RMBS for their SONY Playstation II due next year??? See #reply-9140140 I have no doubt that Rambus has a market niche. But that niche is not the entire DRAM market place. The Rambus niche is for large volume makers of systems that require high bandwidth relative to the memory capacity, like Nintendo. The DDR niche is for small volume systems, plus makers of large capacity, price sensitive memories, like servers. It is just too much of a price disadvantage to use Rambus in places where DDR will work as well. Outside their respective niches (e.g. PC main memory) SDRAM/DDR-SDRAM and Rambus compete.