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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.82+5.9%12:07 PM EST
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To: pompsander who wrote (24228)7/7/1999 7:31:00 PM
From: unclewest  Read Replies (1) of 93625
 
>>Remember guys and gals, at this point it is not important whether Rambus performance is better than PC 133. It is only important that Intel believes that Rambus is the correct solution to its long term needs. I don't believe for a minute that tests showing RDRAM with camino to be no better than SDRAM 133 will move the stock if Intel is still behind the Rambus technology. Rambus will be "what's inside" and it will sell and it will generate royalties. <<

pomp,
very well said.
remember also, the new sony playstation and dell workstations and pc's all with rambus are going to hit the market all at the same time,
in about 60 days.
also look for sony and panasonic hdtv's and other matsushita products with rambus inside to be announced very very soon.
the thread continues to focus on pc's...remember rambus only expects to get 1/3 of their revenues from pc's. this company is a grand slam homerun with or without pc's. but as you said they get pc's too. next year rambus will own the laptop market as well.
unclewest
just catchin up. home tomorrow night. or next day.
jim wolf had a great post a few days ago.
tench...welcome aboard. very heartwarming to have you and scumbria on the bus. thanks for all of the insights you have given us.
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