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


To: cfimx who wrote (35944)12/18/1999 11:12:00 AM
From: capt rocky  Read Replies (1) | Respond to of 93625
 
now there's two companies i'd stake the future on. nec ; father of the infamous piece of crap(putting it politely)called "packhard bell" and mu who took intc money and still hasn't delivered validated rmbs . let's repeat: intc needs rmbs to get the benefit from their future processors. not just p3's but ALL future processors. 133 and "unstable " ddr are not going to hack it for long. 4x graphics and steaming media(movies) need the bandwidth of present and future rmbs . then there is rmbs's not so vailed threat to persue patent infringments vigorously. also intc 100% rmbs by 2002 roadmap. now tate gives us a nudge toward "communication devices" in the future. interesting to say the least. or you could buy redhat and linux related companies and fight the evil empire. those companies will not make money for years,or never. rmbs is still a good bet to capture the bulk of future broadband memory. but then, i'm long and everybody knows it. rocky



To: cfimx who wrote (35944)12/18/1999 8:18:00 PM
From: TigerPaw  Respond to of 93625
 
because of the latter's high initial cost and the DDR SDRAM's comparable performance.
AMD is desparate, as always, and wants something out quick which costs at least 20% less than Intel. There is no long term future in DDR SDRAMs but AMD lives moment to moment.
TP