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: Dan3 who wrote (26629)	8/7/1999 10:27:00 PM
From: Zeev Hed	Read Replies (4) \| Respond to of 93625

Dan, I do not think that INTC has the option to "drop RMBS" for PC, they may have an option to do some gap filling (but that will give VIA a field day, since INTC does not have yet an appropriate chip set). Long term, INTC will keep increasing the power and speed of its processors to keep high margin products "on the shelf", but without a high speed memory what good will it do? Thus in order for INTC to keep the performance peak at the processor and not memory, it must get RMBS off and out, better sooner than latter, even if it means a bad quarter here and there, IMHO. Zeev

To: Dan3 who wrote (26629)	8/8/1999 5:21:00 AM
From: unclewest	Respond to of 93625

Rambus is a stock that could easily go way up, but its price is largely determined by whether or not Intel thinks that it is in Intel's best interests to absorb the costs of competing in the marketplace using a more expensive technology that doesn't show much in the way of visible performance differences on most applications. But marketing can make such differences, or their lack, irrelevant, so rambus may do just great. dan, this paragraph seems to be the common theme of your recent and seemingly well thought out posts. your writings concerning the technical attributes of rambus are being debated by others. please note that they are showering you with url's pointing to studies that have been done by industry big guns. if you really want to convince me that the conclusions reached after the studies and testing done by intel, dell, and samsung are incorrect, you will have to provide some substantial evidence. we are being bombarded with industry news releases, studies, white papers, conference calls, and trade show demonstrations directly opposing many of your viewpoints. it is difficult for us longs to ignore these. unclewest