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

To: The Prophet who wrote (35202)	11/25/1999 1:09:00 AM
From: Don Green	Read Replies (2) \| Respond to of 93625

The Prophet ( thanks for taking the time.) BUT! > 1. RMBS is a pure IPR which will licenses its technology to each of the key RAM manufacturers. SO! > 2. INTC is committed to RMBS, as evidenced by its financial stake in the company, its roadmap going forward, and the need to drive consumers towards faster CPUs. Even Intel can make a mistake, the market decides! > 3. DELL, the only really important PC company, has indicated that it intends to be 50% RDRAM by mid-2000. The other top boxmakers are also all producing RDRAM-based computers. So they can't change their mind assuming consumers and business decide to tighten their belts and go the cheaper route! > 4. RDRAM scales to much faster speeds than DDR, and although RDRAM may initially be more expensive than conventional RAM, the price differential will dissipate as the product ramps up. Additionally, RDRAM should be heavily entrenched by the time DDR is even fully available for PCs. IMHO more computer buyers are more cost bias than they are speed bias. Until that just got to have that extra horsepower for that "UNKNOWN Killer App". > 5. RMBS has yet to even try to market its product through any form of advertising. Just wait and see once the product is available in quantities and they do so. You are assuming anyone beyond a rich computer nerd really cares. A dangerous assumption IMHO. Americans IMHO generally go for cost over quality. > 6. Streaming media and broadband will drive the need for faster RAM, just as RDRAM is reaching critical price points. Yes, I agree someday, but can only Rambus do the job and will they Rambus survive that long? #7. Is all potential not FACT, all assuming they ever become more than a niche company a.k.a Iomega!!!! Regards don