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

To: Dave B who wrote (24447)	7/9/1999 2:55:00 PM
From: GP Kavanaugh	Read Replies (1) \| Respond to of 93625

Does anyone have access to the following article? It might be interesting, and allI have is this business wire plug. Thanks GP ----------------------------------------------------------------- Business Editors DALLAS--(BUSINESS WIRE)--July 9, 1999--Seldom before, has one innovation created so much excitement, hype and opportunity in such a short period of time as has been created by Rambus, Inc. (Nasdaq:RMBS). The Rambus technology and its semiconductor manufacturing impact has been reviewed in an article recently published by INFRASTRUCTURE, the leading independent research organization covering the semiconductor manufacturing industry. Assessing the potential success of the Rambus architecture requires a detailed look at the cost-performance equation. There are several areas where costs will be increased for the R-DRAM manufacturers like Micron (NYSE:MU), Hyundai, Samsung, etc. over the conventional SDRAM architectures. One example is the cost of test, which is impacted heavily by the cost of test equipment from suppliers: Advantest, Hewlett Packard (NYSE:HWP), Schlumberger (NYSE:SLB) and Teradyne (NYSE:TER). Another success factor to consider is the end market "push" and "pull" from chipmaker, Intel Corporation (Nasdaq: INTC), and PC maker, Dell Computer Corp. (Nasdaq:DELL). Ron Leckie, CEO of INFRASTRUCTURE, researched and wrote the article, which was published in the June issue of the INFRASTRUCTURE newsletter. Leckie commented, "Memories are getting faster at last, and this will bring a lot of challenges and opportunities for the industry." He added, "However, remember -- a memory is a memory, but above all else, it is the most aggressive commodity in the semiconductor marketplace." About INFRASTRUCTURE INFRASTRUCTURE is the autonomous research organization of WIPNET Inc., a Texas corporation, which publishes a monthly newsletter, mid-week "Industry Notes" and is the recognized leader in bringing technology, market and investment-oriented analysis on the semiconductor, semiconductor capital equipment, flat panel display and related industries. Further information on INFRASTRUCTURE may be obtained by visiting the Web site at: infras.com or calling 972/342-5794. --30--RH/da* CONTACT: Infrastructure Carl Johnson, 972/342-5794 infras@infras.com or Ron Leckie, 972/679-3938 ron@infras.com infras.com KEYWORD: TEXAS INDUSTRY KEYWORD: COMPUTERS/ELECTRONICS COMED Today's News On The Net - Business Wire's full file on the Internet with Hyperlinks to your home page. URL: businesswire.com

To: Dave B who wrote (24447)	7/9/1999 3:09:00 PM
From: MulhollandDrive	Respond to of 93625

>>I can't believe you sucked me back in to this discussion <GG>.<< LOL...I give up. You can lead a horse to water..... bp

To: Dave B who wrote (24447)	7/9/1999 3:26:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 93625

>> So he bought a scanner and plugged it in. Once he's saves an image, it takes almost 5 minutes to bring it up on the screen. 5 minutes!<< ;-) graphics apps could use more memory. >>How can you even believe that technology won't advance?<< it will advance. i never said it wouldn't. i just said folks won't pay an arm and a leg for small marginal improvements. at least, not en masse. technology will have to advance to keep computers from becoming free. ooops, they already are ;-)