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Rambus Inc. Message Board

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  • market_swami market_swami Jun 24, 2001 10:45 AM Flag

    Intel will dump rambus

    I am aware that Rambus ram modules are manufactured by third party companies like NEC, and what I meant is that Rambus memory has always had problems with low yields in manufacturing, which forces suppliers to sell them at a higher cost. SDRAM has been produced for some time now, and it is produced in higher yields. The cheap prices are due to customers refusing to switch to rambus, and sticking with sdram and ddr. This gives greater incentives for competition in the ram market, and therefore cheaper prices. RDRAM vs SDRAM is the next beta vs vhs, and nobody is wanting to be stuck with a board that only takes expensive proprietary ram that is being shoved down their throats by Intel. Even with the launch of Pentium 4 exclusive rambus boards, people are still not buying. If you cannot sell ram like this, it will never sell. At the very least, RMBS will post disappointing numbers due to the extremely dissapointing consumer response to RDRAM. nobody here can prove that RDRAM is catching on even near expectations. This is IN ADDITION to the fact that rambus lost the patent suit. Not a good buy if you ask me.

 
RMBS
11.94+0.08(+0.67%)Aug 20 4:00 PMEDT

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