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

To: capt rocky who wrote (27879)	8/27/1999 11:47:00 AM
From: unclewest	Respond to of 93625

otot rocky, dennis is supposed to come within 100 miles of my house. any closer and i'll be over for breakfast. i figure about 4-5 hours drive. back road, just south of okeechobee. getting rv ready. unclewest

To: capt rocky who wrote (27879)	8/27/1999 1:47:00 PM
From: jackmore	Respond to of 93625

capt rocky, Re: chip on a chip and telecom is next big news. Yep, PCs look like a done deal. Are you aware of any hard evidence for near term telecom news? Chip on chip? Regards, jack

To: capt rocky who wrote (27879)	8/27/1999 2:54:00 PM
From: grok	Read Replies (1) \| Respond to of 93625

RE: <kz, you interpret Samsung to begin mass production of drdram as bad news. talk about spin. it's here and now. bad news would be 133 in mass production. intels use chart doesn't even mention 133. face it fellows, rmbs is here and will stay here until someone grows ram in their garage or garden. chip on a chip and telecom is next big news. rocky> Of course Samsung will begin mass production of drdram. All dram vendors will begin mass production of drdram eventually. The issue is whether there will be a smooth transition to it starting with Coppermine/Camino in September or if there will be a huge problem over lack of drdrams during the last part of this year with very high prices and very bad publicity for Rambus as well as renewed support for sdram to fill the gap. Obviously Samsung will move to mass production, but it isn't here and now. They are late. Shouldn't Intel get something better for their $100M?