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


To: Ibexx who wrote (34242)11/11/1999 7:58:00 AM
From: capt rocky  Respond to of 93625
 
ibex, nice post. "UP COMING MOBILE MEMORY PRODUCTS" (Melco /Techworks) now thats more like it. we tend to forget rmbs will be used elsewhere. rmbs stock price as been very firm at the close the last few days. this is very unlike normal trading. when ever she dips under 90 buyers are in. an up day today will confirm next weeks pop. bwdik...rocky...ps. sonys' rejection of ddr may be a tip off of why it won't work in cell phones,lap tops,game formats etc. i guess comdex will give us more feel for the future. not only rmbs but ddr and pc 133. anybody on this thread attending? it would be nice to have a fly on the wall for the demos.



To: Ibexx who wrote (34242)11/11/1999 7:59:00 AM
From: gnuman  Read Replies (1) | Respond to of 93625
 
Ibexx, re: Rambus Press Release
After reading that, it looks like there won't be any 820 system's at Comdex.



To: Ibexx who wrote (34242)11/11/1999 1:49:00 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 93625
 
Ibexx, <key industry partners Agilent Technologies, Inc. (a subsidiary of Hewlett-Packard), Apacer Technology Inc., Infineon Technologies, Kingston Technology Company, MELCO INC./TechWorks, Inc., Molex Incorporated, Samsung Semiconductor, Inc., Toshiba Corporation and Vanguard International Semiconductor Corporation today announced their participation in the Rambus(r) Industry booth>

Not surprisingly, I don't see Micron in that list of companies. And Micron is one of the biggest proponents of DDR SDRAM. My totally uninformed guess is that Micron is behind on RDRAM support, so instead of trying to play catch-up, they'll try and push the "Anything But Rambus" poster-child called DDR.

It just goes to show you that the biggest participants in the anti-Rambus coalition are the ones who stand to lose the most from Rambus. Comments? (Or am I just stating the painfully obvious?)

Tenchusatsu