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

To: Dave B who wrote (29108)	9/10/1999 12:13:00 AM
From: pompsander	Respond to of 93625

Dave: thought you might like to know that I confirmed today a sister firm of my company will be buying 44 new Dell workstations in October. And guess who gets to be on the committee to decide exactly which models are bought? Hee, hee. (be the first in your neighborhood with Rambus inside) Pomp

To: Dave B who wrote (29108)	9/10/1999 12:28:00 AM
From: Dan3	Read Replies (2) \| Respond to of 93625

Re: Think about Intel. Think about Samsung... Think about VIA, Think about SIS, Think about ALI - all introducing new chipsets for PC133, PC166, VC, and DDR DRAM this fall and in the spring. And daring to do it against the wishes of intel - they must be very confident that there is a better way than rambus. Think about Samsung, Micron, Hyundai, and all of the other memory manufacturerers developing PC133, SGDRAM, PC166, VC DRAM, DDR DRAM, all without being bribed or bullied by intel to do it. They must be very confident that there is a better way than rambus. 3 years ago, rambus looked like a great solution. Times change. Dan

To: Dave B who wrote (29108)	9/10/1999 12:41:00 AM
From: grok	Read Replies (1) \| Respond to of 93625

RE: <Think about it. Think about Dell. Think about Intel. Think about Samsung. Think about Compaq. Think about Sony. Think about Nintendo. Think about all the collective intelligence that has driven those companies to the tops of their markets. Think about the hundreds of people at those companies working on the issue of providing the best performance and product longevity to their customers> I often think about the many people at the dram companies who privately denigrate Rambus and Rdram but who are unable to speak out publicly. I even know engineers at Intel who criticize the Rambus decision but would never dare say so publicly. You'd be surprised at how Compaq had been planning on following Intel's direction and switching entirely to Rambus but has reassessed that decision due to all the problems with Rambus and now may not intro any Rambus products this year. I think of Dell who always follows Intel and wonder why they are not switching 100% to Rambus instead of only 50%. (Maybe they believe Jay Bell's benchmark report -- just kidding!) So now we come to Sony. If you looked closely at the Sony PlayStation II and talked to its architects and designers like I have you'd soon come to the conclusion that they just threw everything that sounded whizzy into it with no regard for cost or risk. That is why I've predicted on this thread that PSII will ramp to volume long after it is being claimed it will. Anything else you'd like me to think about?