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: unclewest who wrote (27024)	8/13/1999 11:22:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

i received the following info by e-mail last night. this person was at siggraph all day yesterday. siggraph 99 Interesting day. Some disappointments and some surprises. Boxx and Texas Memory are not using Rambus at this time. Talked to deleted from Boxx who said they were getting all the performance they needed for their Fusionbox. The next statement he made was that they would be using Rambus in their workstations. Did not get a card from the Texas memory person but I had to talk to 3 different people. They are not using Rambus now but will use it in the future when prices come down. Comment from IBM was that they are slowly getting ready. Sun Micro was the coldest. The person I talked to gave me a definite no to Rambus. Hewlett Packard: Talked to deleted about Rambus and their Testing Equipment. I asked him how many chips the Test Equipment could test at one time. He didnt know. Then asked him when Rambus direct rdram would be used by HWP. He asked me for my companys card which is non existant. Then told me that any information regarding Rambus was propriatory and couldnt be discussed. Kingston: Talked to deleted about Rambus production. He could only tell me that 600 and 800 modules had been built. after receiving the above by e-mail, i spoke with the sender for about 1 1/2 hours. he told me he is certain that dell is next month and compaq plans rambus by feb 1 next year. unclewest

To: unclewest who wrote (27024)	8/13/1999 2:51:00 PM
From: Skeeter Bug	Respond to of 93625

uncle, that is their best guess. they don't know. it is what YOU want to HEAR so you can believe it as GOSPEL. that's ok.

To: unclewest who wrote (27024)	8/13/1999 3:06:00 PM
From: Steve Lee	Read Replies (1) \| Respond to of 93625

My take is that AMD know Intel are going to come out with RMBS support and sell it as a competitive advantage. AMD are making a pre-emptive strike against that potential advantage. As for Intel - the only reason Intel wouldn't offer 133 SDRAM would be if they knew RDRAM prices were going to come down very quickly so as not to be a problem. They would be dumb to give it to AMD on a plate by letting them keep their performance advantage on all but the most expensive of systems. Whatever Intel are doing, the stock looks pretty sick to me. I am waiting to go long RMBS but not yet. Rather miss the boat and catch another one than jump on a sinking ship.