Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 105.01

-5.1%

Nov 11 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: KeepItSimple who wrote (38599)	3/21/2000 1:46:00 PM
From: Tenchusatsu	Read Replies (1) of 93625

KIS, <Just because they provide support for RDRAM, doesnt mean they "are throwing their weight behind it".. No more than including an ISA slot means they are throwing their weight behind ISA.> In the same way, we can pooh-pooh the support for DDR. Just because OEMs are providing support for DDR (whenever it arrives) doesn't mean they "are throwing their weight behind it." The point is that for a technology that you claim is on its way out, there seems to be a lot of support for it. And that's not legacy support, unlike the support for ISA. "Legacy" usually means that the technology has been around for a long time and is more or less a de facto standard. "Legacy" also means that a lot of infrastructure surrounding that technology has already been established to the point where getting rid of that infrastructure is painful. Rambus is far from being legacy. It's a relatively new technology. The infrastructure definitely has not been built up yet. That means the manufacturers can easily walk away from Rambus without much hassle, unlike ISA which can't easily be dumped no matter how much they try. But the fact that the manufacturers ARE supporting Rambus is an testament to the real advantages that Rambus provides, despite the high hurdles that must be overcome. By the way, if you're currently short RMBS, let us know when you cover. I'm looking for a good time to buy. Tenchusatsu

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next