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

To: Don Green who wrote (36001)	12/24/1999 5:50:00 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

Rambus on Rambus 12/27/1999 Barron's Page 42 (Copyright (c) 1999, Dow Jones & Company, Inc.) To the Editor: Jay Palmer (Plugged In, November 29) made several statements regarding Rambus technology that need correction. His lead remark is extremely misleading: "There was one booth at Comdex where what was not on display may end up being more important than what was. I'm talking about the display put on by California-based Rambus ." In fact, Rambus -based systems from leading PC makers Dell, Compaq, IBM and Hewlett-Packard were shown in our booth, running popular programs such as Quake III, AutoCAD and Microsoft Office applications. As for systems reviewed by Computer Gaming World, here is a direct quote from their site: "It is looking like Intel's risky move to Rambus may just pay off. From our initial testing, it looks like an RDRAM-equipped system will have better overall throughput than one without RDRAM -- even when using the same chipset, CPU and graphics card." The extensive benchmarks on this site further confirm the superiority of Rambus technology, compared with any other leadingedge system currently available. This is far from "trashing it," as Palmer reported. In fact, taking into account the nearly unanimous praise from reviews published to date and the much-anticipated debut of the Rambus -equipped Sony PlayStation 2 next year, it's clear that our technology provides the "best gaming platform in the universe." Palmer also indicates that Maximum PC finds no performance advantage in systems with Rambus technology. However, the magazine is quick to point out that "today's server boxes and tomorrow's CPUs and applications might make better use of Direct RDRAM." And, finally, the claim that " Rambus chips are said to be 40% more expensive, adding perhaps $200 to a typical PC configuration" is in error. Using Palmer's own estimate of a 40% price premium, the increase in cost for a personal computer configured with 128 megabytes of memory would be about $80. In fact, we are now seeing leading PC manufacturers introducing Rambus -based systems for about $100 more than similarly-equipped systems with standard memory, surely not a large premium for those who need the performance boost Rambus provides. Gary Harmon Chief Financial Officer Rambus Inc. Mountainview, California