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

To: CoffeePot who wrote (38088)	3/14/2000 11:58:00 AM
From: Don Green	Read Replies (1) \| Respond to of 93625

Rambus DRAM Supply Boosted By NEC; NEC Corporation Reaches Milestone in RDRAM and RIMM Module Shipments to PC OEMs Story Filed: Tuesday, March 14, 2000 8:22 AM EST MOUNTAIN VIEW, Calif., Mar 14, 2000 (BUSINESS WIRE) -- Rambus Inc. (NASDAQ:RMBS) today announced NEC Corporation has reached milestones in shipments to PC OEMs in its RDRAM(R) and RIMM(TM) module program. These shipment milestones qualify the company for stock warrants from Rambus Inc. NEC is able to purchase 30,000 Rambus shares below market price. "NEC will aggressively ramp up its Rambus production to be a leader in the industry. We are very pleased to have met the milestones for this award," said Kenji Tokuyama, vice president and executive general manager, LSI Memory Operations Unit of NEC Corporation. "Demand from OEMs for Rambus-based devices has been extremely strong and we expect it to continue. As a validated supplier, NEC will help to provide the industry with the much-needed additional source of validated Rambus components." "NEC has achieved the goal of shipping validated Rambus DRAM devices and RIMM modules in production quantities to leading OEMs," said Avo Kanadjian, vice president, worldwide marketing at Rambus Inc. "NEC is helping to alleviate the current shortage of Rambus devices and modules and is enabling OEMs to meet the high demand for Rambus-based desktop PCs and workstations." NEC is the third and final recipient of Phase 1 of the Rambus DRAM incentive program initiated last year.

To: CoffeePot who wrote (38088)	3/14/2000 3:01:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

Stockalysis, <Look at the performance specs for office applications, RDRAM offers marginal to virtually no improvement in performance> 1) You are linking to Tom's Hardware Guide, a site notorious for being the center of anti-Intel and anti-Rambus FUD. 2) If office applications are all that you care about, then yes, RDRAM is a waste of money. But then again, a Pentium III or an Athlon would also be a waste of money in this case. RDRAM makes a real difference in the high-end. And guess what? The high-end of today will become the mainstream of tomorrow. 3) People buy for the future, not (necessarily) for today. Similar arguments were made about SDRAM offering marginal to virtually no improvement in performance over EDO DRAM. That was about four years ago. Guess which technology won? 4) People are also buying RMBS stock for the future. You think investors would be awarding RMBS with a 1000 P/E ratio if they thought RDRAM would continue to be low volume and high priced? 5) Tell Sony what a huge mistake they made in going with RDRAM for their Playstation 2. Sure, the console acts as a loss leader, but still, you want to minimize that loss as much as possible, both for today and for the future. 6) Tell Intel what a huge mistake they made in going with an RDRAM interface in their upcoming Timna integrated processor. Timna will initially be paired up with SDRAM (via an RDRAM-to-SDRAM translator), but Intel forsees moving Timna to native RDRAM in 2001. And Timna is targeted toward the sub-$600 range of computers. You think that transition to RDRAM will happen if Intel didn't forsee prices dropping? 7) Your posts have been extremely REPETITIVE for the past few days. You've made your point, now move on. Geez, even the old Rambus bears (Bilow Carl, Dan3, KZNerd, etc.) were better debaters than you. I sure don't see those guys around these threads anymore. Maybe it's because they thought RMBS was overpriced at 80. Tenchusatsu