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

To: Dave B who wrote (38972)	3/28/2000 1:35:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

Dave, you should have seen the AMD thread when it was widely rumored that X-Box was going to feature an AMD processor. The AMD advocates were praising the thing left and right. Then when Microsoft switched to Intel processors right before the initial announcement, those same people were saying, "Ah, who wants that low-margin market anyway?" It was the classic case of sour grapes. So it seems that AMD wants to support RDRAM sometime in the future, huh? Otherwise they wouldn't have a couple of job openings asking for Rambus experience. Currently, all of the AMD advocates are ridiculing Rambus, mainly because they associate Rambus with Intel. As soon as AMD announces Rambus support, all of a sudden those same people will consider RDRAM to be a viable technology. Then they'll praise AMD for "waiting for the right time to support Rambus." You'll see. Tenchusatsu

To: Dave B who wrote (38972)	3/28/2000 7:34:00 PM
From: Jdaasoc	Respond to of 93625

Dave: The current spot market price on 128 Mb Infineon RDRAM is $ 585 and dropping fast. Seems Dead dead dead to me. LOL This quote was form one of our primary chip vendors. It tells me that RDRAM is entering the mainstream fast and prices should come down soon as Intel gets it's manufacturing problems down regarding meeting demand for the 733 MHz and up microprocessors. It has always been my belief that Intel was not interested flooding the markeplace with high end microprocessors only to be mated with SDRAM. Intel has given the memory manufacturers every incentive to ramp up over the last 9 months. They provided enough high end microprocessors just to meet the limited supply of RDRAM. Now that supply of RDRAM is growing Intel is ramping up high end microprocessor volumes. john