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

To: Don Green who wrote (38578)	3/21/2000 12:56:00 PM
From: Mark Einkauf	Respond to of 93625

Don, thanks. I don't frequent Bloomberg and didn't see it on Yahoo yet. Sounds like nothing new, but in current nervous atmosphere, is certainly fuel to the fire.

To: Don Green who wrote (38578)	3/21/2000 1:11:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Don: DDR chips are better for bigger servers and Rambus is more suited for PCs, IBM said. ``It's not that we're touting DDR over Rambus,' said Mark Kellogg, a senior technical staff member in IBM's memory operation. No news that we haven't heard before. Why the big drop in stock price. Short action plain and simple. john

To: Don Green who wrote (38578)	3/21/2000 1:31:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

Don, from the IBM announcement, DDR chips are better for bigger servers and Rambus is more suited for PCs, IBM said. ``It's not that we're touting DDR over Rambus,' said Mark Kellogg, a senior technical staff member in IBM's memory operation. Didn't I say before that Intel is currently pushing for RDRAM on the desktop and DDR SDRAM in servers? Seems like IBM is agreeing. I agree with everyone else. There isn't any earth-shattering news that we haven't seen before. The pullback of yesterday and today is merely short action. I think the press is grasping at straws here trying to come with other reasons for the drop. The DDR threat has been looming for a long time now, and Tom's Hardware Guide has always been negative on Rambus. What's changed? Let's see how well I can catch a falling knife ... Tenchusatsu