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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE

RMBS 96.29

+2.2%

Dec 2 3:59 PM EST

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To: Glenn Norman who wrote (375)	12/14/1999 10:54:00 PM
From: Doug M.	Read Replies (2) of 2039

Glen, I agree w/you. Anyone who reads too negatively into that article is a complete idiot! By the way, I'm hoping for a 20% RDRAM desktop PC main memory penetration rate by the end of 2000. If this happens, Rambus stock will soar without mobile PC's (I'm not even taking into account Playstation II and Rambus' new initiatives). The Rambus infrastructure probably won't be able to support mobile PC's until the end of 2000 anyway. Intel/Rambus/DRAM manufacturers/box makers and of course the other supporting members will have their hands full satisfying the desktop PC. I really do believe that 20% of desktops is quite doable - the Rambus longs will be quite happy. I was at the IDF in Sept and they discussed many, many of the advantages of RDRAM in mobile PC's. I left the mobile PC roadmap sessions quite confident that Intel needs Rambus in laptops due to: Superior power advantages while maintaining high performance. SDRAM utilizes more power as bandwidth increases / RDRAM power usage is nearly flat even with great increases in bandwidth. RDRAM will use one device versus SDRAM's four which allows for thinner notebooks with benign thermals. SDRAM usage can result in electrical skews from routing the wide 64 bit bus. *RDRAM's channels lower pin count allows for future expansion. These are just some of the many advantages that Intel discussed. It was obvious that Intel has a specific plan of action and is adamant about the superiority of RDRAM in the mobile platform. By the way, at the Sept. IDF the Intel people said we can expect Rambus memory in mobile PC's about 9-12 months after desktops. This is completely consistent with this line from the article you posted: "Intel still expects to see a mobile Direct Rambus chip to come to market in 2000 or 2001, adding that Intel would support any customer needs for the mobile Direct RDRAM" I gotta go. Good luck to all longs, Doug

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