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

To: Skeeter Bug who wrote (25195)	7/19/1999 6:58:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

Skeeter, Gosh, your arguments, backed up by all the wonderful data you've provided from all those independent sources, have been absolutely compelling, unarguable, and unassailable! Rambus is a dog--it'll never make any money. It sucks. Intel is stupid. PC's are dead--I'll never buy another. The future is dim. Life is worthless. I don't know how I missed the logic of your thought processes before. Of course! "It is obvious" and "everyone knows". I FINALLY GET IT! Okay, now that my face is frozen into a permanent frown, can I please come join the Michael Burke thread? Pretty please? In fact, since we know that Skeeter really is right, why don't we all go over and join the Mikey thread? Just a thought. Dave

To: Skeeter Bug who wrote (25195)	7/19/1999 7:11:00 PM
From: kash johal	Respond to of 93625

Skeeter, Re:" kash, let's exclude initial process development costs. they are always a little sticky for every big change in technology. the key to low cost is output. if you can't get the ouput, the cost savings and lower price won't be there. in addition, rmbs takes up more wafer space, is more difficult to mfr (even after development costs are exclude - it is more complex) and rmbs gets its cut." The key here is yields - and particularly speed/bin yields. The commission to Rambus is neither here nor there IMHO. But the fact that they have had to release PC600 shows that they have major speed yield problems. And it will likely take another process generation before speed yield is a non-factor. So at best we are 2 years away from Rambus being competitive. Clearly Rambus-600 has same bandwidth as PC133 and higher latency. So it is difficlut to see how it can succeed. I think the jury is out on the technology long term. But short term it is difficult to see 600Mhz RDRAM gaining much marketshare. When that news hits we will see a Much lower stock price. This will likely be an awesome oppotunity for day traders as the bulls/bears fight it out. regards, kash johal.