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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.08+2.4%Dec 8 3:59 PM EST
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To: kash johal who wrote (24241)7/7/1999 10:40:00 PM
From: Dave B  Read Replies (2) of 93625
 
Kash,

You still haven't answered the question why you believe you know more than the engineers at Intel, Sony, Nintendo, Compaq, Dell, Texas Instruments and Panasonic? What have they missed that you see?

Thanks,

Dave

p.s. This is a very serious question. As I've said before, I'm in Rambus 5% for the technology and 95% for the industry support. So I believe that the design wins that Rambus has achieved will lead to its success. There are no design wins for any competing technology, so why have the engineers at all of these companies chosen RDRAM over the competition? How were they snookered? When the Rambus tech guys came and did their presentations for each of these companies, what questions should have been asked that weren't?
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