Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.16

+0.4%

9:39 AM EST

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To: Bilow who wrote (48300)	7/29/2000 11:06:22 PM
From: Zeev Hed	Read Replies (1) of 93625

Carl, with all due respect, not really. First, you do not charge as much as Dataquest, second, your mantra is that RDRAM is "dead, dead, dead". Not only RDRAM is not dead, it will have a major part in the arena once INTC moves beyond the 1.5 to 1.8 GHz or so. Even if DDR DRAM is launched, it will only be a stop gap measure. I personally would like to see a DDR DRAM based systems (not vaporware). I also think that right now, while the bus trend is still down, shorting the bus might be dangerous, since there is going to be a crescendo of licenses coming out. A critical period will probably the next IDF (is it next month?). Zeev

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