Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.40

+5.4%

Dec 19 9:30 AM EST

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To: kash johal who wrote (24231)	7/7/1999 8:04:00 PM
From: pompsander	Read Replies (1) of 93625

Kash: Many excellent posts have been made on this thread covering your arguments.. I can not begin to state them as well as others can, but... 1. As more RDRAM are produced, costs come down. Heat, latency and other issues are being solved almost daily. 2. Intel says "rambus". As my old grandpa used to say: "what part of Rambus don't you understand". Intel wants Rambus to succeed for a variety of selfish reasons. They have invested many hundreds of millions in that venture. They have hundreds of millions more to spend if need be....if they believe in Rambus. It appears they do. 3. There are no real long term alternatives. PC 133 SDRAM is a limited technology almost at its limits. DDRDRAM is still only a concept, not a product. Rambus has the ability to scale and is already being designed to do so for the next and the next generation of Intel processors. 4. Remember Betamax? Great idea. Great product. Best Picture. But it did not have the wide broadbased support needed to become the industry standard. Rambus does. Regards, Pomp

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