Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-11.1%

Dec 12 9:30 AM EST

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To: Win Smith who wrote (73574)	5/24/2001 3:41:57 PM
From: Jdaasoc	Read Replies (2) of 93625

WS: your particular criticism here rings hollow. Anyone long the stock or positive about RDRAM as revolutionary technology has been struck like a clapper on the Liberty Bell so many times by the short forces that they hear ringing in their ears over last 9 months. However, Intel new XEON products, dropping RIMM prices and failure of any measurable unregisterd DDR DRAM sticks to be sold has at least got our equilibrum back. Bring on the FUD guys, because at the least I will try to tell it like it is. I can't reverse the court decisions but I tell you at least is that Intel has regained the speed title from AMD's Athlon with the dual processor XEON 1.6 GHZ systems that retail for $4K - 5K. Even the lying for fun carl will not contrdict the reality that Intel wants no part of PC266 unregisterd DIMMs for the desktop. Servers will get registered PC1600 DIMMs where bandwidth is less critial and larger memory size is. As an example of how I plan to be evenly balanced is the fact that the new EVO XEON based systems from Compaq shipping in June will only optimally support memory up to 2GB of RDRAM memory. Beyond that the repeater card to get about 2 GB to 4GB reduces performance. So, RDRAM is still not ready for servers and I don;t expect it to be there anytime in the future. So people will be making a lot of false statements that Intel is supporting DDR on the desktop when it will be only be supporting DDR for the server market. john

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