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To: Daniel Schuh who wrote (100537)	3/8/2000 4:32:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Daniel, after looking at those benchmarks, it makes you wonder why Rambus stock went up like it did instead of down. Maybe Tom is one of the reviewer/benchmarkers that likes to make Intel, and anyone associated with them, look bad. If not, and he is objective at all, and those benchmarks are even close, the Rambus story continues to look pretty weird to me. No complaints from here. Any money I might have put into RMBS is still further ahead in LSI, AMAT, NTRO and others, and their products are not tainted or questioned. Meanwhile, when does the air get let out of RMBS? Tony

To: Daniel Schuh who wrote (100537)	3/9/2000 12:33:00 AM
From: rudedog	Read Replies (2) \| Respond to of 186894

Dan - What we are seeing here is the end of the cycle for SDRAM - with highly optimized and tuned configurations - outperforming RDRAM - new, early designs which are in debug mode, not optimization. That will continue for a while - my guess is at least 12 to 18 months, maybe longer. RDRAM will eventually mature, and the systems which use it will at some point be the high performance architecture of choice - unless someone comes up with a different way to solve the problem... in the mean time I won't be first on my block to pay 4 times as much for memory which is slower in most applications.