Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-11.1%

Dec 12 9:30 AM EST

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To: pompsander who wrote (24228)	7/7/1999 7:41:00 PM
From: kash johal	Read Replies (3) of 93625

Pompsander, Re:" 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." Now thats a truly amazing statement to me. If RDRAM offers no end-user performance improvement over PC 133 it is as dead as the DODO bird. Realistically it needs to offer a 10% improvement to justify the price's being proposed. Otherwise consumers will simply buy the next faster CPU grade. Remember initially 256Mb of RDRAM will sell for >>$300 to oems in volume for the next year or so. That will translate to a $300-400 end user delta in pricing. So the idea that end users will blindly pay a $500 delta simply does not hold up to reality or any kind of common sense. Regards, Kash Johal.

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