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 94.82

+2.7%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bilow who wrote (44418)	6/15/2000 6:00:00 PM
From: Steve Lee	Read Replies (2) of 93625

Carl, You have spent much time going into the technical deficiencies of Rambus technology. I can understand how a technologically inferior/unworkable product can fail. However, I can't reconcile this statement of yours: "At one time it had some sort of a chance, but that was before the Camino delay last Nov/Dec." If the technology is so bad, how did it ever have a chance. Either it is sound or it isn't. Either DDR is better or it ain't. I can see how the camino delay could put earnings schedule back a couple of quarters, but not how it could change the endgame. Intel is still supporting, RDRAM is coming down in both cost and price, willamette is on the way, RAM prices are going up, RDRAM X4 is on the way and now it seems DDR is having problems getting into PC chipsets which mean it is v. likely to miss the busy Q4 this year.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next