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

To: unclewest who wrote (28742)	9/5/1999 8:29:00 PM
From: kash johal	Respond to of 93625

Unclewest, Re: RDRAM performance This is a huge question frankly and no-one seems to have the answer. You make the excellent point that Intel would not support something if there wasn't a performance advantage. Having said that Intel has backed a number of technologies and then dumped them when things didn't work out as planned. My best guess is that for many of todays apps even PC100 is not a problem and neither PC133 nor RDRAM buy you very much. In a small number of apps PC133 and RDRAM will offer improvement: items such as speech recognition etc. IMHO Intel needs "something" to market against Athlon performance and DRDRAM may be that something. So even though its performance short term may be less than compelling, there will be a huge demand for it due to clever marketing and positioning. Remember MMX which did bugger all for anybody and yet Pentiums without MMX had prices slashed and Pentiums with MMX had ASPs several hundred dollars higher. So my thesis is that short term there will be tremendous demand and the stock price will rocket to $150-200 range. Longer term I remain a RAMBUS agnostic. And may get out of my long position once stock hits the $150 + range (hopefully sooner rather than later). regards, Kash