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: Tenchusatsu who wrote (19488)	4/29/1999 8:19:00 AM
From: dumbmoney	Read Replies (2) of 93625

The fact is, none of the critics have been able to point to a viable alternative. PC133 SDRAM is only a stop-gap solution, EDO, PC66, and PC100 were stop-gaps too and that didn't prevent them from selling a lot of units. My concern is that RMBS shareholders may have unrealistic expectations for the short term. Until those expectations are corrected RMBS is a risky purchase. I won't comment on McKinley, but I will tell you that Intel is definitely moving towards integrating memory controllers into the processor. When/if Intel puts Rambus controllers directly on the CPU, it's a completely different ballgame. From a technical point of view it gets rid of the front side bus bottleneck and reduces latency. From a market point of view it means that Rambus will be the ONLY PC main memory option. From a stock point of view, RMBS will go up 300% overnight. Please let me know a day ahead of the announcement. <g>

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