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


To: unclewest who wrote (30057)9/21/1999 5:17:00 AM
From: unclewest  Read Replies (2) | Respond to of 93625
 
don,
i am going to let you in on my secret to finding information about rmbs...please don't tell anyone else...

i ask questions!

the following is the response i received back from infineon, today, when i inquired about rdram production in dresden.

I can't really discuss this sort of thing unless I have clearance from Munich. That will involve several questions that I have to ask you first.

1. Why do you ask?
2. What company do you work for?
3. What is your address and phone number?


see don it doesn't always work...but...sometimes it does...when it does...i have...a scoop!



To: unclewest who wrote (30057)9/21/1999 10:14:00 AM
From: grok  Read Replies (3) | Respond to of 93625
 
RE: Unclewest, did you notice the following from the link you posted?
<"I don't think the benchmarks have anything to do with reality," said Subodh Toprani, vice president of business development at Rambus, Mountain View, Calif. Toprani said that any memory, be it EDO, fast page mode or SDRAM, will show little performance differences in running Microsoft Office applications.

Rambus memory will show its real performance advantages when applications take advantage of bandwidth and overhead that RDRAM will provide, Toprani noted. These include video editing, 3D graphics, CAD programs and any other data-intensive high-bandwidth programs as well as multitasking applications. Intel Corp., Santa Clara, Calif., echoed Rambus' position with a spokesman saying that in high-bandwidth applications, RDRAM will out perform PC-100 or PC-133 SDRAM. >

Sounds like Toprani is saying that Microsoft Office applications are not reality while "video editing, 3D graphics, CAD programs and any other data-intensive high-bandwidth programs as well as multitasking applications" are reality. Too bad the majority of the market place is not real.