Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 102.22

-2.7%

Nov 12 3:59 PM EST

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To: unclewest who wrote (19918)	5/11/1999 2:18:00 PM
From: Tom Warren	Read Replies (4) of 93625

Understanding Rambus FUD Wading through the sea of bad press over the last month, I felt compelled to produce a roadmap. There are at least 5 centers of “self interest” involved in this campaign. First are the dram manufacturers that put in place advanced production capacity at .22 or .20 micron. Micron Technology is the prototype for this group. While attempting to lower their manufacturing costs on 64-Mb parts they almost accidentally created parts that operating at 133 MHz. They would love to sell those parts at a premium price, but can't without support from a chipset. They cost no more than 100 MHz parts off the same line so the premium could be entirely profit. Micron is interested enough in this possibility to attempt entry into the chip set business. Second are the “Open Standards” groups. The memory committees of JEDEC are the prototypes for this group. If Rambus becomes the standard for memory, they are out of business. A proprietary standard, completely specified and maintained by Rambus obviates the need for a public body specifically for memory and weakens the general power of these groups. It is small wonder that the heads of the two of these committees Desi Rhoden and Bill Gervasi are quoted repeatedly as sources of negative information regarding Rambus. Third are the graphics and chipset manufacturers who are directly in Intel's path. VIA and S3 are prime examples. Whitney, by incorporating graphics on the chipset, raised the heat substantially. This group needs (in some cases desperately) an edge or a niche in which to compete with Intel. They hope that PC133 or DDR SDRAM will provide that niche. The battle between AMD and Intel might just create some short term opportunities for this group. VIA hosts a website for the PC133 group. Visit and you will find all the names mentioned here dutifully engaged in their crusade against evil. Fourth is the priesthood. This group will save us for a fee. The In-Stat group is the prototype. They are the organizers of a series of forums / conferences promoting Rambus alternatives. In-Stat employees Bert McComas and Steve Cullen are frequently quoted in Electronic News with anti-Rambus opinion. Cahners owns both In-Stat and Electronic News. If you didn't understand the editorial position taken by Jonathan Cassell in “Tilting at Windmills” in the May 3 issue, you should now. Fifth are the shorts. Sorry I can't name names or cite specifics, but I think it is important to recognize that there is another group out there with a huge vested interest in Rambus falling on their face. If they don't directly generate “news” their existence has and will continue to generate media interest just to watch the fight. In the interest of honest disclosure, my investment partner is Stuart Steele and we are both very long on RMBS.

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