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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: TimeToMakeTheInvs who wrote (22092)	6/8/1999 4:43:00 PM
From: J_W	Read Replies (1) \| Respond to of 93625

What some of the bears are thinking: techstocks.com To: Gene Parrott (61708 ) From: Michael Bakunin Tuesday, Jun 8 1999 3:26PM ET Reply # of 61714 I think the bear argument against Rambus goes something like this: it costs too much to make (strike low end); royalties => it costs more (strike mid end); it's not outperforming PC133 for most applications (strike all but bandwidth-constrained high end; cf theregister.co.uk ); the stock seems priced for high, mid, and low. Thus, puts. A little less recent is realworldtech.com "While Intel has been claiming that bandwidth is the main memory issue, the reality is that the majority of PCs (including servers on small networks) are not bandwidth constrained. In fact, only a small percentage of systems are suffering from bandwidth issues. For most systems, latency is the main memory bottleneck, which DRDRAM does nothing to address and may even be worse than current SDRAM solutions." (Comment) If they are going to rely on sources like The Register as justification for shorting RMBS then they deserve to get wacked. I don't think they really understand Rambus Technology nor do they want to take the time and effort to investigate the issues thoroughly. Jim