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

To: Scumbria who wrote (21175)	5/31/1999 1:04:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Scubria, Timna an interesting name, is that indication that INTC is going to use copper in lieu of aluminum? Timna happen to be the name of the old Solomon copper mines. Can someone repost the list of all the acronyms and what they stand for, I am starting to get confused: DRAM, RDRAM, DRDRAM, DDR DRAM, DDRII DRAM, SDRAM, SRAM etc. Zeev

To: Scumbria who wrote (21175)	5/31/1999 1:17:00 PM
From: MileHigh	Respond to of 93625

I can live with this. Although nothing is certain, I would bet yields will improve and costs will come down, but like I always say...We'll see!! MH

To: Scumbria who wrote (21175)	5/31/1999 1:42:00 PM
From: woodside	Read Replies (1) \| Respond to of 93625

Unfortunately, there is a paradox. If DRDRAM modules were lower cost, they would be ideal for high volume, low cost Timna based PC's. DRDRAM prices being what they are, it is not an economical solution. The only way for DRDRAM to become lower cost is to be manufactured in large volumes. So the paradox is: The price can't come down without the volume increasing, and the volume can't increase without the price coming down. There is no paradox here. Volume will increase and price will come down (perhaps faster than many expect), as long as there is strong demand. Just like automobile, tv, pc. -woodside

To: Scumbria who wrote (21175)	5/31/1999 1:53:00 PM
From: unclewest	Respond to of 93625

It seems likely that DRDRAM will make a slow transition- first in graphics, and later moving into mainstream and embedded applications. scumbria, thanks for all your responses today. of course all of us rmbs regulars want the dram to drdram transition to be completed by market opening tomorrow. i think most of us agree with you. it will start slow. shoot it has started slow. that is what the fuss is all about. it will then move along and become mainstream. this is an enormous industry with many many players. it will take a bit to get them all in step together. rmbs investors need patience. that is not a trader's long suit. unclewest

To: Scumbria who wrote (21175)	5/31/1999 2:34:00 PM
From: Alan Bell	Read Replies (1) \| Respond to of 93625

An important motivation for Timna to use RDRam could be the memory granularity issue. For very low-end systems, like those addressed by Timna, the base system cost must be minimal. So the minimum memory size for the system is important. If one assumes 256Mb memory chips in a "16-bit wide" configuration, a system would need 4 chips which results in a minimum memory size of 128MByte. RDram would only need one 256Mb chip resulting in a minimum memory size of 32MByte. The system manufacturers could go to less dense chips. But after 256Mb chips reach serious production, the cost per bit of the less dense chips will be higher. Likewise the industry has shunned 32bit wide chip configurations. This issue becomes worse when 1Gb chips come out. -- Alan