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


To: Tony Viola who wrote (29898)9/19/1999 4:53:00 PM
From: Glenda King  Read Replies (1) | Respond to of 93625
 
Tony,

<<<Let's not forget LSI, one of my best! Re any Q, Rambus connection, when you come down to it, Qualcomm's main product, especially after they spin off the phone set div., is CDMA chips. So what's the Rambus connection, to embed RDRAM into those CDMA chips for storage of voicemail, etc.? Use LSI coreware Rambus controllers as the interface? Maybe. Maybe LSI becomes a big winner because both Rambus and Q are fabless, whereas LSI has a brand spanking new plant in Gresham, Oregon, with extra capacity. So maybe they get to build all the chips. Boy, is this thing out on a tangent and out of control, or what? >>>>

I was thinking more of the intellectual properties of Qcom and Rmbs
rather than specific products. You do bring up a very interesting
point about LSI. Guess we'll just have to wait and see.

Best,

Glenda




To: Tony Viola who wrote (29898)9/20/1999 3:55:00 AM
From: Barry Grossman  Read Replies (1) | Respond to of 93625
 
Tony,

Are you ready to take a RMBS nibble yet?

Seems like a lot going on behind the scenes, no?

Barry