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To: Barry Grossman who wrote (83233)	6/10/1999 7:11:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Barry, thanks for the Rambus article. A running tab on Rambus articles might look something like: Pro Rambus 1000 Con Rambus 999 or something. Boy, what a tempest. Owning that stock must be something else. I don't know if I could take it. This part: Tate of Rambus said his goal, admittedly "aggressive," was to have RDRAM match SDRAM for testability, packaging and PC-board cost by the end of 2000. I'd call that a shared goal more than anything, i.e., shared with test people, DRAM manufacturing cos. (more than once), and PC-board (RIMM, motherboard) vendors, not to mention Intel. Dudes and Dudettes it is. Tony

To: Barry Grossman who wrote (83233)	6/10/1999 8:40:00 PM
From: grok	Read Replies (1) \| Respond to of 186894

This is a very interesting post! The part I liked most was: "'Rambus is this nice, fast, sexy device. You want performance, you've got to pay for it. There is no free lunch,' Tabrizi said. Memories account for 5 to 7 percent of a PC's cost these days, Kanadjian said, and panelists believe PC OEMs are willing to see that inch up to near 10 percent for Rambus. 'The OEM criteria is to have the Rambus memory fit within the budget they've allocated,' Kanadjian said." The translation of this is: "After 3+ years of falling dram prices we think maybe we can reem the box makers on these rambus chips."