Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 3:59 PM EST

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To: Don Green who wrote (35200)	11/25/1999 12:24:00 PM
From: Bilow	Read Replies (5) of 93625

Hi Don Green; I have a comment on Rambus technology for the more technologically literate types... Rambus is about sending information to and from a memory. The technology is supposed to provide a better design in terms of bandwidth per dollar. (To say that a technology provides more bandwidth doesn't help. It has to provide more overall performance per dollar to be adopted. Excessively expensive technology doesn't get adopted.) While the bandwidth and latency of main memory is important, it is not nearly as important as the bandwidth and latency of cache. If Rambus is such a great technology, how come exactly zero companies have adopted the technology for cache memory? The new fast SRAMs are coming out in very wide widths with very high speeds. If IC pins are so expensive, how come they haven't reduced the pin count on the chips that connect to cache by using Rambus technology? My answer is that the only reason Rambus has made the progress it has is because Intel has forced it. But the progression of Intel's support has been steadily down hill. That Rambus will remain a niche technology forever is fairly clear to a lot of industry observers. That said, yesterday's price action had the appearance of being a reversal to me. On the other hand, it has been my observation that the selling in RMBS has been institutional in nature, and the institutional traders are on vacation for yesterday and tomorrow. So my prediction for the price is that Friday will be a beautiful up day, while the stock resumes its fall on Monday. Of course, I've been very much wrong in the past, and will continue to make incorrect predictions in the future. -- Carl

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