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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.1%Nov 21 3:59 PM EST

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To: Rosemary who wrote (18819)4/17/1999 10:52:00 AM
From: Glenn Norman  Read Replies (1) of 93625
 
Yo_Ms.Rosemary...............GOODMORNING! It is a beautiful spring morning here in North Texas this morning - hope you are having good weather also.

Back to RAMBUS RAM. Rambus memory will co-exist with the other memory standards (SDRAM, ESDRAM, DDR-DRAM, PC100 & PC133, etc.) without one or the other being totally displaced in the next few years. The market differences between Rambus ram and other ram is similar to that of a pickup truck and a 18 wheeler tractor trailer truck. Both have their advantages and disadvantages as to UTILITY, COST, PERFORMANCE, etc., etc.. For the average person a pickup truck has great utility, reasonable cost, and performance that will never be used by most owners. A pickup will go to the store, haul a new couch home, carry a load of sand for the garden, park easily in the garage, go to the lake for a week-end, and can be easily handled even in the worst of traffic on todays jammed packed freeways. The pick up is like a Personal Computer. A HEAVY DUTY PICK UP (3/4 ton or 1 ton)can do all the same things as a regular pick up except it can do them with larger and heavier loads like a computer WORKSTATION can do more and heaver (ESPECIALLY GRAPHIC INTENSIVE WORK) than a Personal Computer. Then there is the 80,000 lb. load carrying 18 wheelers,with two trailers hauling loads that you would never even dream of doing with a pick up. These big trucks are like multi-processor servers - very expensive to buy, very expensive to maintain, but capable of carrying huge loads round the clock, 365 days a year, in almost every kind of environment WITHOUT FAILING, but you wouldn't use them to do jobs you could use a PC to do, just like you would not normally use a 18 wheeler to go to the store for a few groceries or to take the kids to soccer practice, or run to the dentist office.

The market for Rambus is like the market for pick up trucks - HUGE and in a few years everyone will have one or maybe two! But there will still be other memory types, for not-so-mainstream uses, being manufactured by many different companies, for many different products and uses. If you look at the MEMORY market on a world wide basis like the TRUCK market then you must conclude that there is room for everyone and all types of memory.

Memory is constantly changing just as every thing else in this old world is and certainly the chance of profiting from new and innovative products and ideas is always greater for those that are in at the beginning, and RAMBUS is the beginning of a new and innovative product right now, right here, today!!!!!!!!

I am long Rambus and have been long Rambus from the beginning and I continually add to my rambus position on every pullback, downturn, MM headfake, and general market down turn - RAMBUS IS THE NEW STANDARD FOR COMPUTERS PERIOD!

Sorry for the long post-

Salude to you Ms.Rosemary and to all the "BUSSERS" - Norman!
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