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

To: kash johal who wrote (24300)	7/8/1999 5:29:00 PM
From: TST	Respond to of 93625

Then what you are saying is that you know more than Intel does.

To: kash johal who wrote (24300)	7/8/1999 5:31:00 PM
From: Al Serrao	Respond to of 93625

kash, and thats what makes markets, buyers and sellers.I appreciate your skepticism. I think thats healthy, but I've satisfied myself that RMBS is clearly a risk worth taking. Hope you do well.

To: kash johal who wrote (24300)	7/8/1999 5:39:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

<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.> This might be just a case of semantics, but I do believe Intel is betting its future on Rambus. That doesn't mean Intel has no exit strategy if the bet is a failure. One of those exit strategies could be the DRDRAM-to-SDRAM bridge (the MTH component). It's not perfect, but at least it will work should Rambus turn into Rambust. Tenchusatsu

To: kash johal who wrote (24300)	7/8/1999 5:42:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 93625

>>But the idea that RMBS memory will displace SDRAM within a few years is largely mistaken.<< true - especially in an environment where you have nadda pc rev growth and 20% unit increases. cost is important. rmbs is big bucks.

To: kash johal who wrote (24300)	7/8/1999 5:42:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Kash, Thanks for livening up the thread for the last couple of days. Nothing will rally the troops like a common enemy <G>. Dave