Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dave B who wrote (24718)	7/14/1999 4:41:00 PM
From: TigerPaw	Read Replies (1) \| Respond to of 93625

R&D Any discussion of why? I'm willing to speculate. Since Rambus has no manufacturing they must have been pouring money to private fabs to create small runs of chips with little modifications as they perfected the interface. Now they are likely analysing chipsets supplied by Intel and the memory vendors. I suspect any next-generation work is mostly on paper and simulators at this point. When R&D go back up it would indicate that they have new designs for RambusII and are trying them out. TP

To: Dave B who wrote (24718)	7/14/1999 4:42:00 PM
From: denni	Respond to of 93625

watch the after hour trades in real time: isld.com use the java viewer.

To: Dave B who wrote (24718)	7/14/1999 4:42:00 PM
From: Ian Anderson	Read Replies (1) \| Respond to of 93625

IMO this is a sign of maturing technology. The customers are out of the R+D phase now where they needed their hands held, and into production engineering for mass production of systems. Most of this work will be done by the customers own staff. So the Rambus engineers get to stay in San Jose and design Rambus II, or even to take a well earned vacation, hence less overtime, less travel, etc. Ian