Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.70

-3.8%

Nov 18 3:59 PM EST

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To: REH who wrote (13691)	1/15/1999 7:46:00 PM
From: Mark Rosneck	Read Replies (3) of 93625

There's a very good article at: eet.com titled "PC makers may see sparse Rambus DRAMs supplies this year" Something that's new to me is (quoting from the article): Intel Corp., for its part, is putting into action its insurance program against shortages: the S-RIMM, which would allow the PC/100-specification SDRAMs to be used on a Rambus In-line Memory Module (RIMM). An Intel spokesman said the S-RIMM option would become available "roughly at the same time as the chip set" that supports RDRAMs, underlining the word "roughly." He said that the S-RIMMs are to be viewed as a stopgap, transitional module, with "the final goal continuing to be using only the Direct RDRAMs." Those S-RIMMs would require an ASIC — which Intel has developed — and would allow a PC OEM to go ahead and put newly designed systems on the market in time for PC Expo, set for June in New York. Personally, I'm into Rambus because I believe that the market sees this as "high risk/high reward". I believe Rambus is into "manageable risk/high reward." I won't tell if you won't. Regards, Mark

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