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

To: Don Green who wrote (29042)	9/9/1999 10:54:00 AM
From: Allen champ	Read Replies (1) \| Respond to of 93625

Posted 09/09/99 12:58pm by Mike Magee (from Register) DRAM price hike dead handy for Intel (and Rambus) Life is full of little coincidences and sometimes companies, just like individuals, are subject to lucky strokes of fate. Take Chipzilla, for instance. Not so long ago, it looked like it had a big struggle on its hands to seed Rambus-designed RDRAM quickly into the market. One problem to overcome with cost-neurotic OEMs was the 30 per cent price premium command by Rambus over conventional DRAM. Now with rising SDRAM prices, that price premium might not look so hefty -- especially if Intel can persuade the Seven Dramurai? backing Rambus, to resist the urge to mark up RDRAM accordingly. Intel. The Chipzilla born with a silver spoon in its gob. © RegiStroid 1 We declared Chipzilla was an Open Source nickname some months back. Someone has now registered the domain... ©

To: Don Green who wrote (29042)	9/9/1999 2:40:00 PM
From: Dave B	Read Replies (3) \| Respond to of 93625

Don, I may be in the minority, but I've always considered Rambus Christmas to be the day the present gets opened -- the day the wraps come off of Camino, the day that Dell lays out the RDRAM-based systems for all to see, the day that the "world" can begin to get a view of RDRAM. And most importantly, the day that Rambus begins to earn royalties. It never really meant to me that suddenly the stock price would skyrocket. In fact, I wouldn't be surprised to see the anti-Rambus postings pick up steam from there (as bad as it may seem now <G>). Efforts to slow the momentum should increase even more. There are many Xmas gifts that you can unwrap but don't get the gratification right at that moment. That's what Rambus is. But at least on Christmas morning everyone gets to see what the gift is -- there's no more guessing, there's now the greater expectation of getting to play with the toy. Also, I don't think of you as the Grinch -- he's too mean looking. I think of you more as that big Abominable Snowman thing on the Rudolph special -- big and fuzzy and, in the end, turns into a friendly helper (well, I guess the Grinch does too, but he still looks mean). <G> Just Kidding!!!!!!!!!! <G> Dave