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

To: TST who wrote (24290)	7/8/1999 3:31:00 PM
From: Elmer Flugum	Read Replies (1) \| Respond to of 93625

EARNINGS RELEASE DATE???

To: TST who wrote (24290)	7/8/1999 3:48:00 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

<Intel will not stake her future on an untested design>. Of course, this is the ultimate answer to Rambus. The engineers who have been designing and fine-tuning this technology for years know its capabilities and shortcomings better than anyone. At no time in the past three years of such intensive scrutiny has Intel waivered from its support. No rational company would do that, and Intel is one of the most rational companies I have ever run across. Someday the onion will be peeled away and all the results of these internal tests and discoveries will be revealed. I, for one, bet there are some tremendous surprises which will be disclosed.

To: TST who wrote (24290)	7/8/1999 4:27:00 PM
From: kash johal	Read Replies (6) \| Respond to of 93625

TST, Re:" clearly Intel would not stake her future on an untested design with no appreciable advantage to PC's or anything else. They simply aren't that stupid & neither is Rambus for that matter. " Well, I don't for one minute believe that Intel is betting its future on RDRAM - if the market discards it then there will still be an intel. They have certainly fallen in love with it and the benchmark results will show if they reality meets the hype and hopes of the RMBS investors. IMHO, RMBS is a good product in certain niche applications. But the idea that RMBS memory will displace SDRAM within a few years is largely mistaken. Regards, Kash