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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.1%3:59 PM EST
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To: Burgoo who wrote (25711)7/26/1999 9:29:00 AM
From: Dave B  Read Replies (3) of 93625
 
Burgoo,

Nice selective clip. How about the paragraph above it...

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The moves left a deep uncertainty in several quarters. For example, engineers at Compaq Computer Corp. confided they still believe Direct Rambus is the best technology for the long haul, yet they do not expect to ship consumer PCs using the memories in the next 12 months. Compaq's consumer group has been a leading promoter of Rambus technology, spearheading a quiet initiative that has tried over the past year to rally industry support around a highly integrated PC architecture built atop it.

"Rambus is stalled," said one Compaq engineer who asked to remain unnamed.

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a) engineers at Compaq Computer Corp. confided they still believe Direct Rambus is the best technology for the long haul.

"the best technology for the long haul". We've certainly been saying that. Old news. Positive, but old.

b) they do not expect to ship consumer PCs using the memories in the next 12 months.

Go back and read this board and you'll find that no one here is expecting RDRAM to ship significantly in consumer PCs for the next 12 months either. Old news.

c) Compaq's consumer group has been a leading promoter of Rambus technology, spearheading a quiet initiative that has tried over the past year to rally industry support around a highly integrated PC architecture built atop it.

Now that's new news! Thanks for finding this positive piece of information for us.

Dave
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