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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.31+3.0%3:58 PM EST

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To: Michel Bera who wrote (6741)8/29/1998 7:54:00 PM
From: Tony Viola  Read Replies (2) of 93625
 
Michel, Re: "Did you see on today's WSJ (Aug 28th) this story about IRAM architecture for chips,
suggested by Pr David Patterson of Berkeley, inventor of RAID disks. Intel seems to
be backing this research, which is of course an excellent way to "ease" their licensing
fees discussions with Rambus."

I read the whole article earlier this week. Seems that Patterson and Intel rarely see eye to eye in technical stuff. Don't hold that against Intel in the case of the guy's RAID "invention." Intel is not in that (storage) business. The article did say Intel, along with some other companies did contribute to him. In Intel's case it was $1M. That's like me giving a buck to the kid on the block with the lemonade stand.

Patterson's idea is pretty far-fetched in this case, i.e. putting RAM on the same chip as the microprocessor. I should say it's far fetched right now or soon. Long term, who knows?

On my one (two?) other sorties here, I was told mid fifties was the best buy I'd see on Rambus. I paid attention, now have to determine if that is really going to be it in this market.

Tony
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