Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.40

+5.4%

Dec 19 9:30 AM EST

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To: richard surckla who wrote (34202)	11/10/1999 5:06:00 AM
From: Bilow	Read Replies (1) of 93625

Hi richard surckla; Re oldtimerinvestor from Yahoo commenting that the chart that Micron included in their Buyers News has DDR in increasing quantities since 1996. micron.com Tell him that he's misreading the chart. Here's the full description of what started and ended when, starting from the top: Old RDRAM: 1996 to 2001 256Mb RDRAM: 2000 to xxxx 256Mb DDR: 2000 to xxxx 256Mb SDRAM: 1999 to xxxx 128Mb RDRAM: 1998 to xxxx 128Mb DDR: 1999 to xxxx 128Mb SDRAM: 1998 to xxxx 64Mb DDR: 1999 to 2001 64Mb SDRAM: 1996 to xxxx 64Mb FPM/EDO: xxxx to 2001 16Mb SDRAM: xxxx to xxxx 16Mb FPM/EDO: xxxx to 2001 4Mb FPM/EDO: xxxx to 2000 The earliest DDR is 1999. It is true that DDR SDRAMs are now available, providing you know where to get them, so this is correct. Micron Buyers News Extra is your opportunity to hear from Micron's management team So here is Micron officially telling their memory customers that RDRAM is going to be a small niche product. To fully understand the importance of this, you also need to take a look at the two big contracts that Micron signed with major box makers. If the box makers thought that RDRAM was going to be the next big thing, they would be signing agreements with Samsung, not Micron. Instead of listening to Intel and Rambus on the future of Rambus, the people to listen to are the customers of Intel and Rambus. The farther a customer gets from Intel, the less likely that they are going to say nice things about Rambus. This story is not a story about a superior technology taking over an industry. This is a story about an industry giant attempting to force an inferior (mostly because of costs) technology onto the rest of the industry. People intending on holding RMBS for the long term are betting that Intel has enough power to do this. But Intel has been weakening in their resolve all year long. It is easy to see the trend. -- Carl

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