Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.21

+0.6%

12:37 PM EST

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To: Mark Rosneck who wrote (7316)	9/21/1998 1:09:00 PM
From: MileHigh	Read Replies (3) of 93625

Mark, I remember way back you posted some very insightful comments on RMBS technology, so I respect your opinion very much! Let me ask you this, and please elaborate if you like... Q: You make reference to hoping that RMBS technology will become ubiquitous in many devices. Though embedded DRAM technology "seems" to be gaining ground for these portable communications devices...Is embedded DRAM a threat to RDRRAM in this market niche? I assume this to be the case... Broadcom announced an "all-in-one systems chip" (for a lack of a better term) for cable modems. It seems that the next major trend in computing is handhelds and portables and these devices seem to utilize embedded DRAM and RDRAM is not needed for embedded DRAM chips. Is this correct? I am just struggling with RMBS being a saviour to the "desktop" PC market and not participating in the rapidly growing handheld smaller communications market. Am I wrong? Thanks for your comments. MileHigh

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