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To: Bill Harmond who wrote (94676)	2/24/2000 2:44:00 AM
From: KeepItSimple	Read Replies (2) \| Respond to of 164684

>I'm no expert in electrical engineering, Luckily, I am. >I'm pointing out, that to the best of my memory, the the old model has >RDRAM, Nope. The Nintendo 64 has RDRAM. The Playstation 1 never did. >RDRAM barely, BARELY, outperformes SDRAM in PC's and costs ALOT more. This is true. Most benchmarks show less than a 1% difference in performance in most configurations- and the stuff literally costs 4 times more than pc133 SDRAM. The playstation 2 was able to squeeze out about a 25% performance gain over existing state of the art ram by designing the entire system around the rambus ram chips- and it is widely agreed in the industry that rambus agreed to sell the chips to sony at a huge loss in order to generate revenue figures to keep the wall street analysts happy. The amount of RDRAM in the playstation 2 would cost around 300 dollars if you were putting it in your pc- which would be 90% of the production cost of the playstation 2. Obviously some selling prices were drastically reduced. All the major japanese manufacturers have publicly stated they intend to develop their own royalty-free high speed ram standard. This is not a matter of debate, it is a fact. They're already doing it with PC133 ram. Rambus would have disappeared long ago if not for intel attempting to support their investment. A few months back intel introduced motherboards and chipsets that only had RDRAM slots. Guess what? Not a single person on earth would buy them. So a few weeks ago Intel announced that they would support both RDRAM and SDRAM on their new motherboards, and somehow the press translated this into "Intel vows to support Rambus" instead of "Intel bows to consumer pressure and supports the industry standard" and the stock doubled in a week. Rambus is dead, they just don't know it. There is no way in hell Rambus will get 10% royalties from Samsung on their major ram product line. The margins are already razor thin. This has no bearing on Rambus's stock price however, since an ability to grasp engineering principles is far far beyond the average investor who literally has no clue what P/E means.

To: Bill Harmond who wrote (94676)	2/24/2000 8:52:00 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164684

<< I'm pointing out, that to the best of my memory, the the old model has RDRAM, and it was the blowout leader in the game console category for the past two years. So I don't see the big new momentum thrust you are touting.>> William, everyone wants the new thing. I'm not convinced you're up to speed here. The speed of II is more. Connectivity is more. Latency gone. The market acceptance is incredible, and it is not even for sale yet, William. Read up. William, you need to go to marketing school! <<I don't think Rambus is dead on arrival at all. I just think it's a sitting duck that can't fly. Every analysis I read concludes that (because of latency issues) RDRAM barely, BARELY, outperformes SDRAM in PC's and costs ALOT more. >> Did you ever buy a 35mm camera? Cost more $$ than a 120 instamatic? William, look, the product is brand-spanking new. Production in volume just stared in December. What do you expect? arrgh. << I don't want to rain on your parade; I hope you make money. I just don't see the there there. >> RMBS up 18% today, new highs all around. William you truly amuse me. You harbor RMBS envy, and it bugs you. If you really believed any of this baloney you have spouted, you would have held your RMBS puts. No troubles, Victor