Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.01

-2.8%

11:45 AM EST

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To: Skeeter Bug who wrote (29119)	9/10/1999 1:46:00 AM
From: Dan3	Read Replies (1) of 93625

I am quite bearish on rambus (some of you have picked up on that :-), but I'm also confident that once the 820/840 chipsets are out in production versions, there will be a modest performance benefit for rambus over PC100. The Dell presentation was of early pre-production parts. I still think better price performance memory alternatives are available, but the Dell presentation was a proof of concept, not a preview. Rambus performance will be better than what was shown. The question is, will it be good enough to out perform the cheaper and easier to produce VC and DDR variations. I'm sure rambus 800 will be better than PC100 in the production products. Dan

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