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

To: Dan3 who wrote (29529)	9/14/1999 8:55:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

Dan, <IMHO, the real battle will take place between Camino+RDRAM and Athlon+SDRAM. If AMD can't ship Athlon in quantity, then Rambus wins by default. If AMD does ship Athlon, at competitive speeds, in volume, then it could turn out differently.> I agree -- that'll be the comparison battle. By the end of October, we'll know how PIII+Camino+RDRAM and Athlon+SDRAM stack up. And it certainly will be interesting to see if AMD can turn around their manufacturing efforts. Dave

To: Dan3 who wrote (29529)	9/14/1999 9:00:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 93625

Dan3, what you are claiming is like saying that EDO and SDRAM competed against each other, when in actuality EDO and SDRAM lived alongside each other as SDRAM took more and more of the market. RDRAM is to SDRAM what SDRAM was to EDO. Don't respond with all the technical benchmarks etc that say otherwise either, because all that really matters is that Intel has said RDRAM IS the future memory standard. Therefore, it is. When you can send us an article stating that Intel has abandoned RDRAM, I will bow before you and sell my stock immediately. Until then, all these technical arguments are moot. Don't mean to be antagonistic, but my arguments are directed at the naysayers that say Rambus won't take off. As long as Intel says it, then it will happen.