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

To: unclewest who wrote (27392)	8/22/1999 9:17:00 PM
From: wily	Read Replies (2) \| Respond to of 93625

unclewest, Tate in that ebn interview says 2nd half 2000 for Rambus to come within 10% of SDRAM in price. >> Our target is to get within the range of a 10% price premium by the second half of 2000, a year or so from now. So we do that two ways. We work on costs with our partners and certainly volume helps cost, and the third thing is just increasing the number of suppliers and have supply exceed demand like it does for SDRAM so that price and cost correlate.<< Is this a more optimistic view than he has had before? Are you aware of any other (well-informed) opinions on this issue? TIA wily

To: unclewest who wrote (27392)	8/22/1999 9:42:00 PM
From: visionthing	Respond to of 93625

Independent research firm 13D (this was in my Fredhager.com newsletter this week) Basically this was a 3 page research report and in the end they are predicting stock price between 200-285 next year. They indicate that Rambus has a 10X bandwidth improvement, and they cover many of the issues that are covered here. I can't post the information without permission. <www.13d.com> VT

To: unclewest who wrote (27392)	8/22/1999 10:07:00 PM
From: Dan3	Read Replies (4) \| Respond to of 93625

Re: Adding bandwidth with Rambus .... 33 signal pins. I hate to rain on your parade, but I'm not gonna let that stop me :-) A lower pin count is desirable because it lowers costs. If rambus equipped PCs start coming in cheaper than otherwise equivalent SDRAM PCs, great. But right now, I don't think anyone is expecting that. Quite the opposite, in fact. A lower pin count has no intrinsic value. While the lower pin count makes laying out the motherboard easier, and provides a benefit if it allows better component placement, rambus has more stringent location requirements for the memory traces, so even that may end up no better than a wash. If the data streaming ability of rambus ever looks like it's of any use in a PC, we'll return to interlaced memory, the way all of the old 486s were before cache became universal and streaming data was determined to not be worth the $10 a couple of extra memory sockets added to the cost of a motherboard. I've said it before: the advantage of rambus isn't that it's fast, it's that it's cheap, only it isn't cheap. haiku? Dan