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

To: Junehee Lee who wrote (34986)	11/21/1999 11:26:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 93625

It's not good news. Another potential customer for RDRAM goes down the DDR SDRAM path.

To: Junehee Lee who wrote (34986)	11/22/1999 12:09:00 AM
From: richard surckla	Respond to of 93625

Junehee: >>Any comment is welcome.<< Which ever way Rambus goes tomorrow I don't think that it will have anything to do with this news. NVIDIA's business is graphic processors and software and not computer memory. These chips are destined for graphic processors. To my knowledge DDR has been targeted to the graphics processors. DDR seems to work good in grahic processors. For some reason graphic processors with RDRAM don't work well. I'm told it has something to do with the granularity. Here's NVIDIA's profile... NVIDIA Corporation designs, develops and markets 3D graphic processors and related software that provide high performance interactive 3D graphics to the mainstream PC market. For the 26 weeks ended 8/1/99, total revenue totalled $149 million, up from $40.4 million. Net income totalled $12.9 million vs. a loss of $10.7 million. Results reflect increased sales of the RIVA family of graphic processors, particularly the RIVA TNT2 graphics processors.