Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Dave B who wrote (39845)	4/13/2000 5:32:00 PM
From: Ali Chen	Read Replies (3) of 93625

<It could be a number of reasons: 1) 2)...> I notice you put in the first place the concern that the technology is not sound. I think your subconscious works in the right way :) <..since they're hiring RDRAM engineers, they must have it somewhere in their plans for the future.> Unsubstantiated conclusion, to say mildly. Did it ever come to you that the experience in Rambus high-speed signal design, even negative, may be re-used for AMD's LDT projects? <but then why copy Intel processors - why not just create their own technology like ARM did?> This shows your limited understanding of the market. AMD does not copy Intel processors anymore. The last one was 486-classic. If you mean that they should not design processors for x86 Windows architecture but create something on their own, orthogonal to every OS and application software, then I never saw any more idiotic statement than that.

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