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

To: Don Green who wrote (38262)	3/16/2000 7:44:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

hi don, no penguin ever soared like this eagle. is it true that dan3 is making hamburgers at mcdonalds and bilow had to give up his daytrading seat...couldn't afford the $8 an hour rent trading for teenies? greatest short of all-time...LOL how is your gold doing? :o) unclewest

To: Don Green who wrote (38262)	3/16/2000 9:57:00 PM
From: jr_not_ewing	Read Replies (1) \| Respond to of 93625

DON GREEN : master of deception (what you ment to say) P>1 Tom's Hardware shocking variety of sources. P>2 Dell Computer Corp. is providing an 8-bit memory technology when it is really a 64-bit memory technology. P>3 It's all of this information on Tom's Hardware you would imagine is all doom and gloom. However, look at a few points. P>4 The slated successor to SDRAM is DDR-SDRAM,essentially vaporware. P>5 That leaves us with a comparison between PC133 SDRAM and RDRAM. Tom's Hardware proved overclocked by 33% PC133 SDRAM beats all others in most situations, no manufacturers ship products that way. P>6 1 GHz Pentium III systems with RDRAM beat our 1 GHz AMD Athlon processor because of the strength of RDRAM. P>7 Two of five major DRAM companies upped their production of RDRAM memory. Micron still appears to be behind , even after a US$500 million investment by Intel to promote production of RDRAM last year. NEC plans to produce more RDRAM memory because it makes financial sense,I'd produce RDRAM too,if only I had a fab in my basement. P>8 Beyond production of RDRAM, right now, we have the Rambus patents that are strong enough to force payment of licensing fees to Rambus even if DDR-SDRAM is used in systems. P>9 Rambus stock has shot up to almost $500 and plans to do a 4-1 split to keep the stock in the friendly range for investors. Dataquest, a large and respected researcher, has recently given the big thumbs up to Rambus. If you've got the right patents in your corner, you can't lose. Ever think about running from an office. Best, J-R

To: Don Green who wrote (38262)	3/17/2000 11:25:00 AM
From: Mark Rosneck	Read Replies (1) \| Respond to of 93625

Among the findings are that Rambus memory is still 750% more expensive than PC133 SDRAM, and that PC133 SDRAM is capable of outperforming RDRAM in all applications save a single very specific benchmark. There's a wonderful book called "The Innovator's Dilemma" By Clayton M. Christensen. Probably the most important concept is of disruptive technologies. In many cases, a disruptive technology may appear (to the general marketplace) to have less performance than the mainstream technology. As the mainstream technology meets its limits in ability to innovate, the new technology (which has some important and sustainable innovation) catches up and ultimately replaces the existing mainstream to become the new mainstream technology. The technology of high-speed chip-to-chip communication from Rambus certainly has the potential to be such a disruptive technology. In some ways, it doesn't matter whether today's Rambus totally blows away today's DRAM. What is important is that: 1) There is a clearly identified need to improve processor to memory speed 2) Rambus is the first in the market which gives them tremendous leverage for the long term 3) DRAM manufacturers seem to be trapped in "The Innovator's Dilemma" of having an infrastructure that does not easily allow them to develop a similar disruptive technology Of course, Rambus must still deliver a series of innovations that will allow it to be a legitimate disruptive technology. The Rambus technology has been in the hands of a whole lot of very bright people over the last 2-3. While the people I've talked to haven't said "Wow ! Rambus has just reinvented the nature of the universe", they have consistently said that the concepts do work and the chips do work. It's not a matter of whether Rambus will take marketshare, the only question is how much, by when, and in what market segments? This will be a function of how sustainable the technology turns out to be and the point at which improving existing DRAM performance runs out of gas. And on this we place our bets one way or another. Regards, Mark