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

To: richard surckla who wrote (35460)	12/1/1999 8:01:00 AM
From: John Stichnoth	Read Replies (1) \| Respond to of 93625

THREAD--Can we do a review of the dram makers' attitudes towards RDRAM? It seems appropriate in light of this recent back and forth. My impression of the players' attitudes is as follows: Outright Opponents-- Via Technologies Allies (mostly Taiwan makers)--Low cost producers with relatively less capital. Have driven the thin margins in standard DRAM. Don't want to have to compete on the cutting edge. Although these guys are good, their capital constraints limit their ability to make the changeover. Micron--Doesn't like the loss of control. (Note: I view Micron as a stealth opponent. They are smart enough to hedge their bets). Reluctant-- Hitachi and Mitsubishi--Having troubles in their memory operations right now. Hyundai--Behind Samsung in development. Some money concerns from other Hyundai operations. Willing-- Samsung--Leading the pack in volume and development, and views RDRAM as way to differentiate themselves further. Toshiba--Playstation 2 memory maker. Wants to be able to spread their investment. Have I forgotten some names here? Anyone disagree? Best, JS

To: richard surckla who wrote (35460)	12/1/1999 8:06:00 AM
From: Estephen	Read Replies (1) \| Respond to of 93625

All these OEM's putting rambus machines are starting to get me really interested in picking up some rambus... Here's compaq's.. compaq.com compaq.com

To: richard surckla who wrote (35460)	12/1/1999 8:56:00 AM
From: Stuart Steele	Read Replies (1) \| Respond to of 93625

Rambus machines from Dell We have 2 Rambus machines ordered from Dell: one was ordered on Nov. 17 with a delivery date of Dec. 20, the second one was ordered on Nov. 28 with an original delivery date of Jan. 14. That date was changed this morning to Jan. 1 when I changed the video card that was originally specified. In talking with the Dell salesperson, it was apparent that they had enough Rambus memory, chip sets, and motherboards, but the delay was the Coppermine processors needed for the Rambus ramp. I will keep you posted as to the delivery of these machines as well as our testing once we receive them. Stuart Steele