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To: Scumbria who wrote (82031)	5/29/1999 10:23:00 AM
From: kapkan4u	Read Replies (1) \| Respond to of 186894

<Scumbria - re: IBM dropping Rambus raises far bigger concerns than the immediate impact on some companies> I hope you don't own RMBS. It will get really ugly on Tuesday. Kap.

To: Scumbria who wrote (82031)	5/29/1999 8:26:00 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

Scumbria, Re: RDRAM and IBM I believe that there are at least several reasons: 1. IBM has a unique process that enables easier integration of DRAM on chip. So longer term they may well see this as their long term internal path for SOC. 2. Some folks are playing with a new SRAM structure that is based on a 2T cell. So this could well obviates the need for RDRAM. Assuming a 2x price differntial one can easily see the performance of a 128Mb SRAM system may be much much higher than say as RDRAM 256 Mb system with say 5-6 ns SRAM. Such high speed eliminate the need for seperate Video memory etc so a UMA can be effective. 3. Also on a PC motherboard the signal integrity of 800Mhz signals is an issue. So not only are the RAMS expensive, the memory modules are expensive as well as the board issues. Folks may well need to put the RDRAMs directly onto the MB as they would be for a game system etc. Anyway just some ideas on why they may not see it as of huge long term importance. Regards, Kash