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

To: Dan3 who wrote (29112)	9/10/1999 12:40:00 AM
From: Glenda King	Respond to of 93625

RE: 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. Then think about consumers just like me...the ones that insist on Intel inside...very soon will also insist on Rambus inside.

To: Dan3 who wrote (29112)	9/10/1999 9:51:00 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Dan, And daring to do it against the wishes of intel That seems to be what it always comes back to: the Evil Empire must be defeated. Since you're a fan of Latin, I'm sure you'll also understand the Greek mythological reference to Sisyphus. Sometimes it just doesn't pay to take on the leader (Ask the Controller at AMD -- I'll be he or she would rather be working at Intel or AMD. Lots more money to count.). 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 Think about Intel alone. Nope, the see-saw still doesn't balance. I was going to add the revenues numbers together for these three companies, but can't find them on Edgar. Do you have their symbols? Or can you give me the total combined revenue for the three of them? Think about Samsung, Micron, Hyundai, and all of the other memory manufacturerers developing PC133, SGDRAM, PC166, VC DRAM, DDR DRAM Have you seen any production numbers for any of these technologies? Samsung (your first example) says RDRAM will be a $10B market next year. How large exactly will the VC DRAM market be next year? DDR? Have you seen any numbers? Now let's examine your examples for major companies who have said that they'll support DDR or VC DRAM in their products. Oops, you didn't give a list. Whereas for RDRAM, there's Dell and Compaq and Sony and Nintendo, just to name a few. The list goes on for quite a while. 3 years ago, rambus looked like a great solution. Times change. Yes, they do. Three years ago, RDRAM was a promise. Now it's a reality with real production, real products, and real support. Three years ago we didn't have Dell or Compaq or Sony or Nintendo signed up to make a single product with DRDRAM. Now we do. Three years ago, no DRAM manufacturer was signed up to produce DRDRAM. Now we have almost the entire industry signed up. It just keeps getting better and better. Dave