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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.88+2.7%3:59 PM EST

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To: Joe Donato who wrote (25327)7/20/1999 12:41:00 PM
From: John Walliker  Read Replies (2) of 93625
 
Joe,

Typical ivory tower position, and therefore the same position Intel has taken. Nevertheless, it is not pragmatic from an implementation standpoint.

Have you actually worked at the hardware level with high speed digital signals and seen how extensively they are messed up by reflections from discontinuities?

I have.

Rambus have the pragmatic way of implementing things. Pragmatic because it will work comfortably now and will scale to MUCH higher speeds later without fundamental redesign. This is no ivory tower position (although I do have a physics degree and a postgraduate computer science diploma). I was involved with digital television development in 1974 (as a pre-university trainee at the BBC Research Department) and have practical experience up to the microwave region.

I am long RMBS.

John
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