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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 110.08+1.9%Jan 20 3:59 PM EST
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To: Bilow who wrote (29136)9/10/1999 12:16:00 PM
From: kash johal  Read Replies (2) of 93625
 
Carl,

Re:"power analysis"

Thanks for the power analysis - you make a compelling case IMHO.

Having said that it is no surprise that RDRAM takes much more power due to termination and loads etc.

However the key is performance.

Despite the debacle of Dells senior engineer publishing those insane charts at IDF I still expect DRDRAM to be superior in some benchmarks.

And i expect Intel to use that heaviliy in marketing.

So i expect the stock to ramp short term.

Longer term I am unsure on Rambus.

it could be a huge bust- if apps to drive memory bandwith don't become mainstream.

Just my 2cents,

regards,

Kash
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