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


To: wily who wrote (33498)11/1/1999 4:11:00 AM
From: wily  Read Replies (1) | Respond to of 93625
 
Posted on auric's thread this evening:

To: Auric Goldfinger who wrote (3847)
From: S Wood Sunday, Oct 31 1999 7:36PM ET
Reply # of 3857

RMBS: My wife designs memory controllers for a small tech company. They just spent a lot of time researching what memories to support in their next generation chip. They initially assumed that they would have to put an RDRAM (Rambus) interface in, but after talking to Samsung, Toshiba, and NEC about trends in memories, they are dropping the RDRAM interface and putting in a DDR DRAM interface. Samsung, Toshiba, and NEC seem to think DDR DRAM has a much brighter future than RDRAM. The reasons are exactly as you stated, RDRAM is more expensive, but has very little performance gain. The RDRAM interface is also extremely complex to implement, indeed it seems like something two professors would dream up. Just some more anecdotal evidence that the market is moving away from Rambus.

Message 11763759



To: wily who wrote (33498)11/1/1999 8:15:00 AM
From: Bilow  Read Replies (1) | Respond to of 93625
 
Hi wily; Looks like the Europeans didn't read the Rambus news. Or at least didn't read it as bullishly as the way we did:

Rambus trading at 64.70 euros = $68.39 (Up about 3/4)
Day's range: 64.70 to 65.00
finance.uk.yahoo.com

-- Carl