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

To: Tenchusatsu who wrote (34285)	11/12/1999 4:31:00 AM
From: qwave	Read Replies (1) \| Respond to of 93625

<<CDMA is not a commodity. DRAM, whether it is DDR or RDRAM, is a commodity.>> <And your point is ... ?> Commodities typically imply multiple sources for similar goods. There is only one source for mobile CDMA. While DRAM comes in many flavors there is only one viable mobile CDMA solution. <<Talk about embedded RDRAM is crap.>> <And your point is ... ?> What significant advantages would embedded RDRAM have over other embedded DRAM solutions? There are so many tradeoffs at this time that an embedded solution using RDRAM wouldn't win. Too many disadvantages. <I don't think you really know how modern-day voice recognition works.> I am sorry but I can guarantee I am significantly closer to this industry than you are. Voice patterns represent the speech signal and in most VR solutions the pattern data is significantly smaller (ie - compressed) than the source material. Again, it is typically not bandwidth that is the problem. It is the computational issues that are. Please point me to the specific articles that indicate bandwidth helps. Capacity is a different story all together and in general is solution neutral (RMBS is definitely not winning on this front). <<I have been reading the RMBS board for a number of months and the only people I find reasonable are Dan3, Bilow, and Don.>> <Uh huh. And I guess the rest of us are just blowing hot air, right?> Many of you are. I promise that within a 6-12 months you will see the light. There is one other I forget to mention in favorable light, Zeev. He is very practical investor. Not emotional about or married to the stock.