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

To: CoffeePot who wrote (38147)	3/14/2000 10:25:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

StockAlySiS: I asked you for a 500 word report on scabalility and granularity issues with RDRAM. You come back to me with 2 month old dog eared crap you cut and paste without any effort on your part. YOUR GRADE D- You still have a chance for a B- if you ACE final exam. Question #1: How many companies have higher market cap than RMBS Question #2: How much does support circuitry cost for 133 MHz DDR DIMM Question #3: How many 512 MB RDRAM chips does it take for 64 MB of RAM Question #4: What is the maximum speed rating of current generation of DDR support circuitry Question #5: Since Intel is heavily into self diagnostics on semiconductor devices it chooses to support, name the types of built-in diagnostics on RDRAM Question #6: Who is the vendor who as patents on file for use of RDRAM in copier/workgroup printer controllers. Question #7: Within 100 pin count, how many pins are required for dual channel DDR memory subsystem. Question #8: Is the orginial RDRAM on Nintendo 64 released in 1995 the first example of Syncronous DRAM in the marketplace. john

To: CoffeePot who wrote (38147)	3/14/2000 10:57:00 PM
From: Victor Lazlo	Respond to of 93625

That "news" is five months old, turkey! Stockalysis, your short position in RMBS is on thin ice. Victor

To: CoffeePot who wrote (38147)	3/15/2000 8:18:00 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

Stockalysis, the date of that "report" is 10/14/99, since then Samsung has already decided to increase their production rates to 10 MM units per month, and four additional DRAM manufacturer have gone through the qualification process (some are shipping, like Toshiba and NEC, Infineon should start shipping any month now). My advice to you is "don't look at what people say, look at what they do", by their action these DRAM manufacturers surely are addressing a little more than .1% of the market by 2004. The fact that RDRAM is currently going at such a high premium is simply due to demand exceeding supply. An old but well tested principle in economics. The intrinsic mass production cost differential is no more than 15%, that is why Samsung is going to do fabulously, charging anywhere from 50% to 200% more for RMBS while their intrinsic "charge up" is in the 15% to 30%. RMBS is simply more profitable for them as long as MU is staying out of it. Once MU and Hyunday finally get into the fray, the manufacturers' margin may thin to non existent, but guess what, RMBS is still going to make their 1.5% plus royalties. Good luck to you. Zeev