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: Daniel Schuh who wrote (50979)	8/24/2000 2:39:48 AM
From: NightOwl	of 93625

Hi Dan S. and Carl, I can't speak for the rest of the Mom & Pops around here but your comments and postings on this eDRAM SRAM replacement stuff is causing my feathers to fall out. I am looking at this as THE next big thing in memory now. Cypress appears to be very well positioned in this growing market as far as big suppliers go. I am considering betting another farm. :8) But what I find excruciatingly funny about all this is that INTC is a very heavy user and maker of Bad Old expensive, low density SRAM. And RMBS is,... well among other things, its IP claims against SDRAM/DDR have got to be a HUGE push on both the Fabs and OEMS to get off their duffs and find ever more uses for this Fast SRAM replacement technology. Its all a question of platform creation. If MU is working on an interface for AMD, and all these start ups are spinning out MPU's for the stuff that make INTC's meager 10Gb/s effort look anemic, that platform can't be far away. If INTC can't grasp the significance of this they should have their collective nose shoved out of the standard setting business. I reject that possibility, they can't be that dumb. I suspect that this is really the reason they've pushed DRDRAM. I think they MUST have assumed that the DRDRAM "gabillion bank core" would somehow give them a better angle on an embedded product in which those hydra headed banks could be direct wired into the CPU. ...But then again, I have to find a way to explain their LATENTcy ignorance. ...Oh well, if its not one thing its another. :8) I will just have to console myself with the knowledge that for every eDRAM chip shipped its one step closer to a RAMBus Free World! 'Aint competition wonderful? Lord I love this country. :8) 0\|0

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