Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Dave B who wrote (15591)	2/14/1999 12:04:00 PM
From: MileHigh	Read Replies (1) of 93625

Dave, First off, I agree that "at the consumer level" they will not know about the current 600 MHz/800 MHz deployment issue. But I do not think it is that simple- it might turn out to be that simple, but the real issue is will the OEM's embrace the 600 MHz "lite" product in a big way!? I don't know. I agree that a lot of progress has been made in putting the infrastructure in place to produce RDRAM-- going forward though, the real determinant of success or failure will be OEM support and emphasis-- the consumer sort of just buys what is out there (for the most part). Again, just because a company signs a licensing agreement does not mean they will concentrate "the bulk of their resources" on RDRAM deployment. They very well may do just that, they very well may not. I think people miss this point. INTC is not only a lock but a given- we all know this. Agan, not saying it won't happen, just concerned that the longer deployment drags on, the better chance a competing technology could get a foot in the door! Regards, MileHigh/Long

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