Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.36

-9.6%

3:59 PM EST

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To: Dave B who wrote (29580)	9/15/1999 10:08:00 PM
From: Dan3	Read Replies (1) of 93625

Re: I'm not seeing quite the level of cooperation... You're not interested in the alternatives, so you haven't investigated them much. Quite understandable if you're convinced that Rambus is a certain winner. Why bother? VC and DDR aren't competitors, they are complements. Neither collect royalties, so there isn't anything to fight about. VC is supported in chipsets from VIA, ALI, and SIS that are shipping or sampling now and are aimed at Q4 1999 forward. VC is now, DDR is very soon. DDR will be supported in chipsets by early Q1 of next year. VC is being produced by NEC, Hyundai, and Infineon(Siemans). DDR will be produced by everybody. Dan

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