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

To: grok who wrote (30747)	9/27/1999 2:35:00 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi KZNerd; Well, in retrospect, Intel blew it completely. I was just trying to explain what their thought processes might have been. It was the weirdest thing. I thought it was so obvious that no one ever set themselves up to rely on a single memory type. Intel must have been sure that the whole memory business would switch over to Rambus painlessly, and that Rambus had to be the next memory type, so why productize two chips. And it is a fact that every optimal architecture depends on the details of the memory that is used. In other words, even if they had built two chips, they still would have had a system that was over-all optimized for Rambus. Have you been following the price of gold tonight? It must be setting a record percentage single day up move (non-wartime). Something is stirring in the depths of the bowels of the world economy, and it is probably going to hit the fan soon. Since the dollar is held in major parts of the world as an alternative currency to the dollar, it might not be very pretty for Mr. Greenspan... The second shoes haven't even started to drop with regard to INTC and RMBS. The next few shoes, in no particular order, could be: (1) Box makers announcing deals with AMD. (2) AMD announcing second source deals for the Athlon. (3) DDR starting to ship in volume for servers. (4) Intel announcing support for DDR. (5) General stock market drop. (6) Useless shareholder lawsuits. (7) Box maker suits regarding bad Camino chips. (8) Intel and Rambus suits regarding bad engineering. Should be fun to watch. I couldn't believe how many people that were waiting for 820 are now going ahead with Athlon purchases. I think AMD is going to come out of this smelling pretty good. -- Carl