Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.70

-3.8%

Nov 18 3:59 PM EST

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To: Don Green who wrote (45442)	6/22/2000 11:54:00 AM
From: Rob S.	Read Replies (1) of 93625

I've traded it on the upside but have no position at this point. Now I'm waiting to short - got RMBS on my "short list". A problem I see with RMBS memory is that it offers no advantage at this time over DDRAMS. It can be argued that useable bandwidth for DDRAM is superior to RDRAMs. I think that will remain the case for at least a couple years. Further improvements in DDRAMs are being demonstrated and are expected to go into production at lower cost. This is expected to extend DDRAMs into useful production for at least the next 5 years. Even Intel, the biggest proponent and a direct beneficiary of RMBS stock progression, has determined to use DDRAM in the majority of server systems due to chip set problems, the exorbitant cost and less than expected performance of RDRAM memories. This is good technology and will have a significant market share in the future . . . but the stock price is overdone now imo. Tom?s Hardware has a review of Rambus memory bandwidth that is revealing: tomshardware.com

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