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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: Glenn Norman who wrote (887)	2/8/2000 2:58:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 2039

The way those patents have been so thoroughly researched and drawn with so many claims(45) , it is going to be very difficult for Micron or anyone else to defeat RAMBUS in court. Just speaking from my experience with patent disputes. If RAMBUS is able to get a TRO against Hitachi the game will be over soon. It looks like they have a good chance of being able to do that. JMO

To: Glenn Norman who wrote (887)	2/8/2000 5:20:00 PM
From: REH	Read Replies (3) \| Respond to of 2039

Yo Norman: still on the side, any dip below 70 and I come rushing My hot list: MDIX, VHSN, NBCI, PVSW & CHY reh

To: Glenn Norman who wrote (887)	2/8/2000 11:25:00 PM
From: richard surckla	Read Replies (2) \| Respond to of 2039

Yo Glenn, Anyone... The following was posted to me on another thread. How does one answer this type of post. This guy is not an investor. He is neither long or short. He's the guy on the street looking at buying a computer. How do we, DELL, COMPAQ, etc., convince him to buy a Rambus based system? He's the person we are trying to sell. What are the hot buttons? >> Firstly, Mr RSurckla, you have convinced me that the money saved is better used on other stuff than a dual processor system. So convince me the same with regards to single-processor system and I might buy into the RDRAM sales pitch. My main considerations for why RDRAM systems are not feasible is simply that they do not offer as much value for the money for most normal users. If all you do with the system is transferring huge blocks of data with relatively little processing, I would say RDRAM might cut it, but otherwise... Anyway, here are configurations based on prices I got off Price-watch. The prices are not the lowest since I've read comments that those lowest prices are usually a bluff, so I take prices usually from branded items and lower down the lists. Suggestions for more realistic configurations are welcomed. All configurations with fdd, 50x cdrom, casing, keyboard and mouse for US$135. Delivery discounted. All currency in USD. Budget restrained/ Low level comparisons ========================================= Let's see if we're price limited and have to buy just entry level stuff. System R1 $1393 P3-533 (290) Asus i820 board(155) IBM RD800 64MB (518) IBM 9.1GB (125) ATI RagePro Turbo 8MB (45) 15" Monitor (125) System P1 $916 System A1 $868 P3-533 (290) K7-550 (210) Asus Via 133Mhz board (115) Asus K7M (147) Micron PC133 64MB (81) Micron PC133 64MB (81) IBM 9.1GB (125) IBM 9.1GB (125) ATI RP Turbo 8MB (45) ATI RP Turbo 8MB (45) 15" Monitor (125) 15" Monitor (125) Price difference is about 52% vs P1 and 60% vs A1. Since performance does not scale linearly with price, you just have to convince me that the R1 system is at least 25% better in performance than the P1 and A1 budget system for the normal user on a budget. Note that for offices, it would mean for every 2 R1 machines, they can have 3 P1 or A1 machines. Which makes more sense really for the normal business office too? Here's what we can get at the price of R1's $1393 if we use SDRAM, System P2 $1372 System A2 $1384 P3-667 (500) K7-700 (480) Asus V133 board (115) Asus K7M (147) Micron PC133 128MB (152) Micron PC133 128MB (152) IBM 20.5GB (180) IBM 20.5GB (180) V770 32MB (100) V770 32MB (100) 17" Monitor (190) 17" Monitor (190) Honestly, even without benchmarks, which machine would be more feasible for the same price, a machine with an 8MB video card, 15" monitor and 9.1GB hard disk or a machine with a newer 16MB card, 17" monitor and more than double the hard disk capacity, not to mention significantly faster CPU. But if you can show proof that a system like R1 is as good, if not better performance-wise and enjoyment-wise for the normal user as compared to P2 and A2, please do. Less Budget Restrained/ Med-High level comparison ================================================== Okay, maybe RDRAM isn't meant for the low budget office/home user. But more for mainstream users with better system specs wanted and a reasonable budget of around $2K, which in my region is considered HIGH for a new PC. Most entry level PCs are sold below $1.5K around here. R2 System $2165 P3-667 (500) Asus i820 board (155) IBM RD800 128MB (925) IBM 20.5GB (180) V770 16MB (80) 17" Monitor (190) Okay, now for that sum of money, what can we get with SDRAM? P3 System $2062 A3 System $2096 P3-733 (750) K7-750 (600) Asus Via 133 board (115) Asus K7M (147) Micron PC133 128MB (152) Micron PC133 256MB (304) IBM 34GB (350) IBM 34GB (350) GeForce 32MB (220) Geforce 32MB (220) 19" Monitor (340) 19" Monitor (340) The RDRAM system is still a little more expensive than these two. What evidence can you show that the RDRAM system is as good, if not better, than the two systems with faster CPU, latest video card with double the video ram, 50% more hard disk storage, better monitor and lower price tag?<<