Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-1.4%

Dec 1 3:59 PM EST

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To: sylvester80 who wrote (53683)	9/17/2000 1:42:17 PM
From: jim kelley	Read Replies (1) of 93625

Sylvester I see you have encountered Scumbria. We thought we were rid of him but he is back. Your assessment of the DDR situation is nuts on. No self respecting OEM is going to sell any of this stuff until they can see a substantial economic argument. A few weeks ago VIA passed the DDR torch to the second and third tier vendors hoping they would make some of these systems. I have never heard of a major product launch being spearheaded by the second and third tier vendors. It is you go first and if you make any money with this stuff we will pile on. <LOL> This is the biggest story of the last few years and the Register and the other rags have not picked up on it. This is a major fiasco that exceeds Caminogate by an order of magnitude. The AMDroids and the Micron eunuchs will keep peddling this story until next month when the P4 launches. Then they will turn their attention to attacking the P4 benchmarks. Behind the scenes they are scrambling for something else.

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