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

To: Investartist who wrote (30132)	9/21/1999 10:17:00 PM
From: wily	Respond to of 93625

>>You arguments are like those of the people who maligned the importance of the television(like RAMBUS) because radio(like SDRAMs and variations of SDRAMs) was so big at the time and there were so few television programs available to utilize the television.....BIG MISTAKE!<< Huh! That's STILL true. Perhaps truer than ever! 92 channels and nothin' on... >>Ride the wave of the future my man<< I'm on already: how do I get off?!!

To: Investartist who wrote (30132)	9/21/1999 10:49:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

<You are a pessimist of the highest magnitude.> Not when it comes to AMD. Remember that he considers AMD to have "enormous upside potential." I wonder what he'll say if (or when) AMD's new Athlon processor runs on Rambus-based systems. Tenchusatsu

To: Investartist who wrote (30132)	9/22/1999 12:27:00 AM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: says Martin Reynolds, a Dataquest analyst. I'm not sure that that particular fellow is the final authority - but neither am I, and neither are you. Rambus has good bandwidth and poor latency, VC DDR one possible "wave of the future" has both good bandwidth and good latency. As processors become faster, every cache miss that results in an access to RAM exacts more of a penalty as more clock cycles are wasted while waiting for main memory to respond. This is why I think the latency issue is not one that can be ignored, and that rambus will be less suitable as clock speeds increase, not more suitable. If the only arguments you can muster in favor of your position are platitudes about "visionary thinking" and some feeble attempts at toilet humor, maybe you need to reconsider your position. Micron may produce rambus after having been paid to do so by Intel, but its tests show that the technology is without benefit and they won't put it in machines that have the Micron name on them. Dan

To: Investartist who wrote (30132)	9/22/1999 1:11:00 AM
From: grok	Respond to of 93625

RE: <You arguments are like those of the people who maligned the importance of the television(like RAMBUS) because radio(like SDRAMs and variations of SDRAMs) was so big at the time and there were so few television programs available to utilize the television.....BIG MISTAKE!> Don't worry, Investartist. A lot of people besides you bought that line. You'll have lots of company when the real truth finally becomes obvious.

To: Investartist who wrote (30132)	9/22/1999 3:56:00 AM
From: Bilow	Respond to of 93625

Hi Investartist; Re: You arguments are like those of the people who maligned the importance of the television(like RAMBUS) because radio(like SDRAMs and variations of SDRAMs) was so big at the time and there were so few television programs available to utilize the television.....BIG MISTAKE! Wow! I've never seen the complex technical issues explained so simply, and yet completely! And to think I've been wasting my time counting ns and mA for 18 years! What a waster of time I've been! I could have been watching television instead, and learned so much more! Or maybe it's just this cold that has kept me at home for two days, unable to think rational thoughts about logic, and probably not in my best of moods. Seriously, I haven't looked at the second source condition for VC in 9 months. It looks like it may have more of a chance than I thought. The Micron design win may be more significant than people think. I have no doubt that the technology is superior to RDRAM for larger applications, this just from a quick perusal of their data sheets. -- Carl