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

To: Tenchusatsu who wrote (29484)	9/14/1999 7:35:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

Those "posted" benchmarks were actually extrapolations done between two different foils. It is basically coming up with a third comparison by extracting the data from two original comparisons. This would be OK if the original comparisons had a lot in common. I don't know if that's truly the case or not. By the way, the "extrapolations" were done by none other than Bert McComas, who has a history of writing anti-Rambus articles, whitepapers, and presentations. i was told that the systems were quite different. that the purpose of the demo was not to compare, rather to demonstrate that network degradation affects all systems. the performance comparison, as explained to me, was done by overlaying slides from different systems and drawing conclusions. two questions... 1.) is that how computer systems are normally tested against each other, and is that how you get to the conclusion normally? 2.) did anyone actually see the presentation, and can you verify my info? if you believe that dell knows their customers. if you believe dell's statements that they expect their customers to demand rambus. if you believe that intel is going to transition directly from sdram to rambus for laptops and portables. if you believe that intel is going to introduce timna with rambus for the low end market next year. if you believe intel's statement that the 8 top dram mfr's will all be mass producing rambus within a few months. if you believe ibm's statement that they will produce and use rambus. if you believe matsushita's statement that they are designing an array of rambus enabled consumer products. if you believe samsung's statement that they expect to have 20% of the rdram market next year with 2+ billion in sales...meaning a total rdram market of 10 billion. if you believe micron's ceo who called rambus the most important and exciting new product micron has ever had. if you believe rmbs ceo's forecast of rdram being 50% of the world's total dram production in 2001. this will be some $30 billion in rdrams. if you believe this...then... you know you are sitting on an upside explosion. unclewest

To: Tenchusatsu who wrote (29484)	9/14/1999 9:36:00 AM
From: Johnnie Memmonic	Respond to of 93625

Ten & Uncle, Having been in a position of performing the benchhmark and the decision maker for my company a few time, I often employ a technique to validate my findings by performing a "post mortem" analysis on the system that have failed the benchmark to determine exactly why one system will and the other will fail (I must be able to defend my position when selecting a particular company over another. Lotsa $ involved). Have anyone seen such analysis in all the aforementioned benchmarks regarding the reasons why RAMBUS has underperformed so badly? I have read these benchmarks and yet to find any such info. Any help will be much appreciated. Regards,