Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 9:30 AM EST

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To: unclewest who wrote (25656)	7/25/1999 2:03:00 PM
From: NHBob	of 93625

Hmm I'm still mulling over interpretation of an assigned (see paper.doc)student paper, written by Fujitsu employee stanford.edu ,where I see that the Figure 1.1 conclusion is based on a point not plotted. Never-the-less, in addition to the 800Mb/s Rambus claim you noted, Wilson's section 5.6 other assessments (printed 2 months ago) are interesting: 1. except for Intel's (then) exclusive committment to Rambus, cost would preclude their use in servers. 2. Rambus licensing costs are assumed fixed w/o regard to competitive pressures, and he considers them a permanent limitation to their PC market 3. Any competitor will have to follow the same course and bear the same development costs, so Rambus is ahead of the game. So it would be interesting to see what grade Wilson got, and whether grading was based on writing skills (pretty good) or validity of research and conclusions (?). Also, if his Fujitsu-based insight has value. Interesting link for an ol' techie. Swept a few cobwebs aside, anyhow; I'll stay long, but keep working the volatility option plays. nhbob

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