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

To: unclewest who wrote (26676)	8/8/1999 8:08:00 PM
From: Dan3	Read Replies (2) \| Respond to of 93625

I'm not sure I follow your list of conclusions: pc-133 is not a problem for rambus -> PC100 performance equals Rambus 600 performance, Why wouldn't PC133 performance equal Rambus 800 performance - and cost meaningfully less? everything appears to be on track -> What happened to Rambus 600 in computers? goal in packaging is to have rdram cost 10% more -> Does this mean that if two computers are otherwise identical, with identical options, processor speed, disk and memory size, etc., the one with rambus will cost 10% more? Won't that make it hard to sell? in 6 months expect cost to be the same-> When rambus uses 15-20% more silicon? (corrected from my figure based upon rambus production costs being 40% higher) And can only be made with the latest fast depreciating fab equipment? Rambus (in PCs) rises or falls depending upon Intel's marketing decisions - and Intel's world looks to be turning upside down tomorrow. This isn't some huge risk for rambus, it's a perfect technology for video appliances such as games due to its low pin count. And the units in that area could surpass the units in PCs (someday). But 50% of the PC memory market in a year an a half seems to be quite a stretch. Dan3

To: unclewest who wrote (26676)	8/8/1999 9:47:00 PM
From: grok	Respond to of 93625

RE: <i think rambus has already won.> I also think that Rambus has won. Of course that happened back when Intel selected them. The question now for investors is what happens over the next several months since it can have a big effect on the short term rmbs price (buy and holders may not be interested but I am as a recent buyer). At IDF Aug 31-Sep 2 Intel has said they will announce whether they will offer sdram chip set support for Coppermine. I expect that the price will move big up or down depending on that announcement. The question I was pondering was: "Will their announcement leak out early?"