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

To: The Prophet who wrote (26122)8/1/1999 5:46:00 AM
From: John Walliker  Read Replies (2) | Respond to of 93625
 
The Prophet,
Based on your expertise, would you say that DDR can compete with RMBS for some indefinite period of time before RMBS' scalability ultimately defeats it? Or would you say it cannot compete at all?

I am a mere amateur.
But, I am sure there will be a big battle and the physics of Rambus will win in the end. As for when? I can only guess.

John



To: The Prophet who wrote (26122)8/1/1999 2:55:00 PM
From: Jdaasoc  Read Replies (2) | Respond to of 93625
 
Prophet:
Compete was the word Intel's MacWilliams used when summons to explain PC133 support recently. As long as PC133/DDR continues to be a strong competitor in PC environment, RMBS stock price is going to be under pressure. Non-PC devices like Sony PS II do not generate the royalties of a 89 stock price.

jd


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