Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 124.49

+7.6%

Jan 28 3:59 PM EST

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To: cellhigh who wrote (30533)	9/24/1999 9:35:00 PM
From: Ian@SI	Read Replies (2) of 93625

...first off this problem could be solved in 1day of overtime... What do you think you're accomplishing other than totally destroying any credibility that you might have had, with the above statement? The Rambus architecture has fundamental problems that will never be eliminated. They're an inherent part of the architecture. Mixing logic and DRAM on the same chip is not something chipmakers are good at yet; yields suck (about 30% for RMBS, in the 90s for the competition); and, RMBS just doesn't have the memory design brainpower to beat the competition. And the competition has a vested interest in ensuring that RMBS loses: i.e. - Royalties which exceed their traditional net profit margin. RMBS will be a niche product so long as it survives. Personally, I don't think that will be very much longer. Ian.

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