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

To: richard surckla who wrote (32493)	10/21/1999 3:10:00 PM
From: wily	Read Replies (1) \| Respond to of 93625

>>(Q) >How will Rambus be making money then?< (A) Who cares?<< I do! I can see someone making the point that the market indicates the value of a stock: when news is good or is anticipated to be good the stock goes up and vice versa. But still, the market is nothing but an averaging of individual views. I like to know what these views are and how they are come by to see if I agree or disagree. I'd like to hear the tech-Bears respond to two points: 1) jdaasoc says that RMBS provides an advantage for AGP4X and for communication with the HDD. 2) Besides embedded DRAM and decreasing cost/pin, what other challenges are on the horizon for RDRAM? Will the arrival of solid-state HDD's increase or decrease the advantage of RDRAM?