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To: Dr. Id who wrote (27841)	3/10/2000 4:19:00 PM
From: Doren	Respond to of 213182

I can't even tell you all the things I wish I owned... Dang! But it is interesting. I always find it interesting when I think a company is way over valued or way under valued. Understanding technology is easy compared to understanding psycology. Like when Apple was selling at 12 I thought it had some great assets and potential, however to be honest, I wouldn't have bought it then, because it was too hard to understand what consumers would do (iMac). What I would have bought would have done well though. Perhaps not quite the 10Xs that Apple achieved but close. I don't think I'd risk shorting RAMBUS yet. Too spookey. Maybe later though when I understand the paridigm better. I don't know thier pipeline or product mix yet. But my guess is that most people are buying RAMBUS because Intel is pushing it. It's the same paradigm that AMD is (was) under. Although AMD has had a superior product and rapidly increasing sales, they were under the cloud of the Intel leader only because no one believed Intel could be challenged. Potential buyers of AMD chips have previously been worried about compatibility problems. That's over now. Since AMD is killing Intel in the psycological war right now and AMD supports DDR and not RAMBUS this RAMBUS bubble could burst. I'll continue to keep an eye on it. See, you do learn things here! More news about RAMBUS vs. DDR From MacOS rumors: Several readers have noted that the widely used PC266 identifier, designed to describe 133MHz Double Data Rate (DDR) SDRAM of the kind that is rumored to be used in the UMA-2 PowerMac G4, is incorrect. Because the popular competing RAMBUS standard runs at clock rates up to 800MHz but offers inferior real-world performance to DDR, the JEDEC standards body which has forged the DDR SDRAM standard has created naming conventions which more accurately showcase DDR's advantages: