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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.64+2.8%3:59 PM EST

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To: MileHigh who wrote (16040)2/19/1999 8:45:00 PM
From: unclewest  Read Replies (2) of 93625
 
milehigh,
care to hear from a non-techie on that one?

yes, when anyone (especially sony and toshiba) declares that they are going to use rmbs tech it is big, big, huge news. the more the merrier. (how's that?). sounds like sony ceo is pi$$ed that someone forgot to order his rdrams and now he has to wait in line...


"I am very, very concerned about the state of Direct Rambus development," said Ken
Kutaragi, chief executive officer of Sony Computer Entertainment America.........133-MHz SDRAMs and DDR DRAMS are not stable. The
availability of 0.18 silicon is also a big concern. There will be no significant 0.18 foundry capacity until the end of the year."
(added, remember no one has a working ddrdram computer yet that we know of. unstable, hmmm, is that a problem? would you knowingly buy a computer with unstable memory? would dell or cpq sell one? this is getting to be real good.)

realistically speaking of course.

i still remember RMBS CEO stating a few weeks ago that a number of very significant design wins had not yet been announced. now i know why he smiled as he said that. wonder what else is coming, besides hdtv, i mean? did you know rmbs will be the only memory in hdtv?

WOODSIDE and BERNARD are very knowledgeable about the MIPS and ARM stuff. perhaps they could give us a read on that.
unclewest
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