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

To: Dave B who wrote (36996)	2/11/2000 4:50:00 PM
From: Glenn Norman	Read Replies (1) \| Respond to of 93625

Yo_Dave................... Re:Shareholders meeting summary GREAT JOB!!!! How come you didn't mention about the stockholders that attended the meeting got specially priced stock options, similar to upper managemet?<ggg> Salude - Norman!!

To: Dave B who wrote (36996)	2/11/2000 5:09:00 PM
From: dmf	Respond to of 93625

Dave B, Thanks for the report. I appreciate your efforts to give the rest of us a feel for the meeting. Good job. You did, however, leave out the part about the room decor. Thank heavens for the real reporters <vbg> ! dmf

To: Dave B who wrote (36996)	2/11/2000 10:07:00 PM
From: George the Greek	Respond to of 93625

Dave B, Thanks for the voluminous notes. Gotta print 'em and take 'em home for a read. Much obliged, George

To: Dave B who wrote (36996)	2/12/2000 5:03:00 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

Dave, thanks a bunch for your notes. They are very valuable. Just wanted to make one comment: Q: What about RDRAM in servers? A: Most Sun system still ship with EDO DRAM. The server manufacturers tend to be a couple of years behind as they tend to be cautious and they have slightly different needs. I'm not so sure Rambus was being forthcoming with the answer to this question. Yes, a lot of servers, including Sun servers and 4-way Xeon systems, are shipping with EDO DRAM. But that doesn't answer the question of whether RDRAM can make headway into servers further down the road. The word is that no one wants RDRAM in servers, and that DDR seems to be the memory of choice in this market. Intel is finding that RDRAM is a great memory for workstations and high-end desktops. Maybe it can even penetrate into the low-end market if the costs of RDRAM can somehow be reduced. However, for servers, RDRAM is pretty much a no-go. Expect Intel-based servers to move to DDR sometime in the future. Tenchusatsu

To: Dave B who wrote (36996)	2/12/2000 8:22:00 AM
From: Mohamed Saba	Read Replies (1) \| Respond to of 93625

Thanks Dave for an excellent report. It is fun to contrast your report to the article of street.com. Same event, substance vs FUD. Mohamed