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

To: pompsander who wrote (29687)	9/16/1999 11:23:00 AM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

Pomp, contrary to your point there are companies whose design wins are not publicized due to customer sensitivity. I follow Wind River maker of the RTOS VxWorks. Perhaps a poor example because the stock is down, but I believe the point remains. Wind has a wide variety of design wins which are only occasionally publicized. My surmise remains that presently no ones benefits publicizing DDR design wins. Rich

To: pompsander who wrote (29687)	9/16/1999 4:28:00 PM
From: grok	Read Replies (4) \| Respond to of 93625

RE: <Dave, your point on the lack of DDR ads is important: I know many on the thread downplay the importance of marketing and customr perception, but Dave and I don't.> Get serious guys. You may believe the Intel/Rambus PR machine but the people that actually buy dram don't believe it for a second. Sure, they respond to Intel's boot heel on their throat because they have no choice. Didn't you read during IDF that Peter Mac Williams of Intel admitted that OEMs have been pleading with Intel to offer Sdram support? Why are they pleading if this PR baloney is working? As for the dram makers, do you think they believe it? Come on! Intel's heel is on their throats, too, otherwise you wouldn't be seeing cranes lifting Rs onto signs (sure the $100M helps, too). As for consumers, I'm sure that you two, Unclewest, and Glenda will all insist on having Rambus in your next machines but it is going to be really hard even for the Intel/Rambus BS machine (oops, PR machine) to get "pull through" from consumers on Rambus. In fact, over the next several months Rambus will be really lucky if they don't get a stigma attached to them for one or more of the following: 1. Limiting the shipments of Coppermine PCs due to Rdram shortages because of low yield or lack of testers. 2. Limiting the shipments of Coppermine PCs because of PC manufacturing problems due to Rdrams not being ready for mass production. 3. Being shown to have very small performance improvement for much more money.